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 4-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 | $16,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $24,717 | $101,317-75.6% | $146,958-83.2% | $74,495-66.8% |
| Participation rate | 66.9% | 75.5%-8.7pp | 82.2%-15.3pp | 67.2%-0.3pp |
| Annual return | 19.23% | 8730.91%-8711.7pp | 418.34%-399.1pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $2,566 | $3,810-32.7% | $4,933-48.0% | $2,623-2.2% |
| Participant deferral / active EE | $8,758 | $7,303+19.9% | $8,070+8.5% | $4,346+101.5% |
| Admin fee / account holder | $93 | $1,739-94.7% | $12,998-99.3% | $1,942-95.2% |