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 | $123,699 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,155 | $93,131+9.7% | $106,548-4.1% | $86,799+17.7% |
| Participation rate | 66.9% | 81.4%-14.5pp | 76.1%-9.2pp | 72.3%-5.3pp |
| Annual return | 10.72% | 19.45%-8.7pp | 26.80%-16.1pp | 97.91%-87.2pp |
| Employer contribution / active EE | $713 | $2,895-75.4% | $2,819-74.7% | $2,405-70.3% |
| Participant deferral / active EE | $3,775 | $4,708-19.8% | $4,398-14.2% | $4,131-8.6% |
| Admin fee / account holder | $410 | $145+182.3% | $7,407-94.5% | $170+141.6% |