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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 | $35,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,818 | $91,407-37.8% | $135,903-58.2% | $71,457-20.5% |
| Participation rate | 47.7% | 75.7%-28.0pp | 81.9%-34.2pp | 67.9%-20.3pp |
| Annual return | 13.67% | 29.90%-16.2pp | 68.23%-54.6pp | 28.85%-15.2pp |
| Employer contribution / active EE | $3 | $3,703-99.9% | $4,856-99.9% | $2,588-99.9% |
| Participant deferral / active EE | $8,048 | $7,092+13.5% | $7,758+3.7% | $4,289+87.7% |
| Admin fee / account holder | $299 | $1,266-76.4% | $10,762-97.2% | $1,587-81.2% |