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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.
See the 5-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 FRANSISCO, CA 94101 | Contract Administrator | $7,952 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,036 | $69,477-88.4% | $94,646-91.5% | $71,457-88.8% |
| Participation rate | 78.2% | 78.4%-0.3pp | 80.8%-2.6pp | 67.9%+10.3pp |
| Annual return | 28.34% | 29.66%-1.3pp | 156.71%-128.4pp | 28.85%-0.5pp |
| Employer contribution / active EE | $2,054 | $2,853-28.0% | $3,672-44.1% | $2,588-20.6% |
| Participant deferral / active EE | $2,938 | $7,345-60.0% | $7,418-60.4% | $4,289-31.5% |
| Admin fee / account holder | $26 | $1,210-97.9% | $7,231-99.6% | $1,587-98.4% |