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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 42-0127290 | Contract Administrator | $3,043 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,291 | $46,292-19.4% | $143,757-74.1% | $64,808-42.5% |
| Participation rate | 1.6% | 64.2%-62.6pp | 80.3%-78.7pp | 71.5%-69.8pp |
| Annual return | -12.24% | -10.05%-2.2pp | -0.04%-12.2pp | 32.82%-45.1pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $32 | $2,646-98.8% | $5,637-99.4% | $4,310-99.3% |
| Admin fee / account holder | $369 | $154+139.8% | $14,673-97.5% | $188+96.4% |