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.
| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC1+ years Filed as: AT RETIREMENT SERVICES Service code 13 · EIN 83-3455979 | Contract Administrator | $48,579 |
CURAFIN ADVISORS1+ years Filed as: CURAFIN ADVISORS, LLC Service code 26 4747 N. 22ND ST · PHOENIX, AZ 85016 | Advisory (Participants) | $5,783 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,699 | $145,516-98.8% | $184,203-99.1% | $99,062-98.3% |
| Participation rate | 72.9% | 90.3%-17.3pp | 86.8%-13.9pp | 71.6%+1.3pp |
| Annual return | 0.00% | 21.23%-21.2pp | 28.81%-28.8pp | 17.66%-17.7pp |
| Employer contribution / active EE | $287 | $5,354-94.6% | $6,427-95.5% | $3,262-91.2% |
| Participant deferral / active EE | $571 | $8,423-93.2% | $9,131-93.7% | $5,331-89.3% |
| Admin fee / account holder | $10 | $78-87.6% | $13,901-99.9% | $109-91.2% |