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 | $4,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,413 | $28,109-30.9% | $71,086-72.7% | $56,287-65.5% |
| Participation rate | 20.1% | 40.4%-20.3pp | 54.7%-34.5pp | 69.9%-49.7pp |
| Annual return | -8.06% | -615.05%+607.0pp | 650.59%-658.6pp | -9.96%+1.9pp |
| Employer contribution / active EE | $451 | $558-19.1% | $1,088-58.5% | $2,111-78.6% |
| Participant deferral / active EE | $610 | $1,116-45.4% | $1,874-67.5% | $3,350-81.8% |
| Admin fee / account holder | $159 | $585-72.9% | $3,082-94.9% | $521-69.6% |