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 | $148,317 |
PLAN SPONSOR ADVISER, LLC2 years Service code 16 · EIN 54-1995014 | Consulting | $19,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,969 | $46,219-67.6% | $89,391-83.3% | $90,288-83.4% |
| Participation rate | 69.4% | 44.9%+24.5pp | 68.0%+1.4pp | 73.4%-4.0pp |
| Annual return | 14.25% | 25.71%-11.5pp | 245.62%-231.4pp | 53.97%-39.7pp |
| Employer contribution / active EE | $2,556 | $953+168.2% | $2,586-1.1% | $2,524+1.3% |
| Participant deferral / active EE | $875 | $2,136-59.1% | $3,890-77.5% | $4,232-79.3% |
| Admin fee / account holder | $69 | $147-53.2% | $4,881-98.6% | $114-39.8% |