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 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 42-0127290 | Contract Administrator | $9,721 |
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 | $29,386 | $91,762-68.0% | $67,502-56.5% | $77,643-62.2% |
| Participation rate | 71.8% | 75.9%-4.1pp | 72.9%-1.1pp | 70.6%+1.2pp |
| Annual return | 23.14% | 14.87%+8.3pp | 3512.12%-3489.0pp | 31.24%-8.1pp |
| Employer contribution / active EE | $2,664 | $3,181-16.2% | $2,731-2.5% | $2,726-2.3% |
| Participant deferral / active EE | $5,085 | $3,903+30.3% | $4,000+27.1% | $4,647+9.4% |
| Admin fee / account holder | $20 | $176-88.7% | $3,998-99.5% | $430-95.4% |