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 8-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 | $15,360 |
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).
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 | $13,363 | $30,147-55.7% | $58,482-77.2% | $80,160-83.3% |
| Participation rate | 33.4% | 34.4%-1.0pp | 50.9%-17.5pp | 72.9%-39.5pp |
| Annual return | 22.08% | 21.97%+0.1pp | 4239.32%-4217.2pp | 40.38%-18.3pp |
| Employer contribution / active EE | $367 | $528-30.4% | $1,053-65.1% | $2,978-87.7% |
| Participant deferral / active EE | $1,988 | $1,249+59.2% | $1,924+3.4% | $5,017-60.4% |
| Admin fee / account holder | $11 | $195-94.6% | $2,516-99.6% | $145-92.7% |