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 6-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 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $51,604 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,392 | $71,142-64.3% | $119,609-78.8% | $64,808-60.8% |
| Participation rate | 72.0% | 78.6%-6.6pp | 79.3%-7.2pp | 71.5%+0.6pp |
| Annual return | 4.20% | -10.01%+14.2pp | -14.97%+19.2pp | 32.82%-28.6pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $9,092 | $4,490+102.5% | $5,602+62.3% | $4,310+110.9% |
| Admin fee / account holder | $101 | $162-37.8% | $10,323-99.0% | $188-46.3% |