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 | $173,341 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,995 | $48,698+54.0% | $93,606-19.9% | $199,593-62.4% |
| Participation rate | 27.0% | 63.5%-36.6pp | 68.7%-41.8pp | 72.0%-45.0pp |
| Annual return | 18.25% | 15.34%+2.9pp | 133.20%-114.9pp | 34.25%-16.0pp |
| Employer contribution / active EE | $795 | $1,135-29.9% | $2,420-67.1% | $3,034-73.8% |
| Participant deferral / active EE | $1,831 | $2,817-35.0% | $4,411-58.5% | $5,087-64.0% |
| Admin fee / account holder | $98 | $195-49.8% | $8,285-98.8% | $269-63.6% |