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 | $11,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,650 | $89,588-79.2% | $136,007-86.3% | $77,643-76.0% |
| Participation rate | 61.3% | 74.3%-13.0pp | 76.5%-15.2pp | 70.6%-9.3pp |
| Annual return | 96.47% | 17.42%+79.1pp | 579.32%-482.9pp | 31.24%+65.2pp |
| Employer contribution / active EE | $1,103 | $3,491-68.4% | $4,217-73.8% | $2,726-59.5% |
| Participant deferral / active EE | $3,598 | $5,591-35.7% | $7,025-48.8% | $4,647-22.6% |
| Admin fee / account holder | $47 | $539-91.2% | $6,858-99.3% | $430-89.0% |