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 42-0127290 | Contract Administrator | $74,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,041 | $47,202-13.1% | $93,606-56.2% | $99,062-58.6% |
| Participation rate | 21.1% | 57.3%-36.2pp | 68.7%-47.6pp | 71.6%-50.5pp |
| Annual return | 16.87% | 13.08%+3.8pp | 133.20%-116.3pp | 17.66%-0.8pp |
| Employer contribution / active EE | $596 | $1,134-47.5% | $2,420-75.4% | $3,262-81.7% |
| Participant deferral / active EE | $1,223 | $2,296-46.7% | $4,411-72.3% | $5,331-77.1% |
| Admin fee / account holder | $45 | $86-47.6% | $8,285-99.5% | $109-58.7% |