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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 35-1140070 | Contract Administrator | $19,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,476 | $71,192-44.6% | $117,854-66.5% | $62,292-36.6% |
| Participation rate | 28.0% | 74.2%-46.2pp | 79.7%-51.6pp | 69.5%-41.5pp |
| Annual return | 16.60% | 18.66%-2.1pp | 335.08%-318.5pp | 28.90%-12.3pp |
| Employer contribution / active EE | $763 | $1,934-60.6% | $3,786-79.9% | $2,042-62.6% |
| Participant deferral / active EE | $1,342 | $3,189-57.9% | $4,482-70.1% | $3,169-57.7% |
| Admin fee / account holder | $703 | $587+19.8% | $8,020-91.2% | $479+46.7% |