See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $7,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,401 | $57,921-90.7% | $84,750-93.6% | $57,658-90.6% |
| Participation rate | 63.6% | 72.9%-9.3pp | 76.6%-13.0pp | 70.2%-6.6pp |
| Annual return | 15.00% | 10.24%+4.8pp | 22.78%-7.8pp | 5.13%+9.9pp |
| Employer contribution / active EE | $721 | $2,598-72.2% | $3,574-79.8% | $1,974-63.5% |
| Participant deferral / active EE | $1,656 | $2,742-39.6% | $3,712-55.4% | $3,061-45.9% |
| Admin fee / account holder | $25 | $130-80.6% | $5,332-99.5% | $95-73.4% |