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 10-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 42-0127290 | Contract Administrator | $48,749 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,840 | $55,415+44.1% | $155,509-48.7% | $74,495+7.2% |
| Participation rate | 44.0% | 61.9%-17.9pp | 78.2%-34.2pp | 67.2%-23.2pp |
| Annual return | 11.88% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $925 | $2,267-59.2% | $4,672-80.2% | $2,623-64.7% |
| Participant deferral / active EE | $2,031 | $2,836-28.4% | $5,626-63.9% | $4,346-53.3% |
| Admin fee / account holder | $220 | $1,738-87.4% | $15,912-98.6% | $1,942-88.7% |