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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.
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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 | $30,394 |
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.
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 | $19,719 | $91,517-78.5% | $101,248-80.5% | $73,409-73.1% |
| Participation rate | 68.8% | 73.8%-5.0pp | 75.8%-7.0pp | 72.2%-3.4pp |
| Annual return | 15.95% | 17.17%-1.2pp | 46.47%-30.5pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,085 | $2,877-62.3% | $3,660-70.3% | $2,234-51.4% |
| Participant deferral / active EE | $2,383 | $3,338-28.6% | $4,370-45.5% | $3,805-37.4% |
| Admin fee / account holder | $76 | $216-64.8% | $5,945-98.7% | $158-51.9% |