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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 | $15,997 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,482 | $104,475-85.2% | $159,436-90.3% | $79,386-80.5% |
| Participation rate | 54.4% | 76.6%-22.3pp | 82.8%-28.5pp | 70.7%-16.3pp |
| Annual return | 49.33% | 67.95%-18.6pp | 263.57%-214.2pp | 116.85%-67.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,975 | $6,467-54.0% | $7,352-59.5% | $4,046-26.5% |
| Admin fee / account holder | $156 | $711-78.1% | $10,799-98.6% | $626-75.2% |