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 | $41,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $36,663 | $93,773-60.9% | $125,339-70.7% | $78,044-53.0% |
| Participation rate | 15.3% | 75.6%-60.2pp | 82.4%-67.0pp | 74.4%-59.1pp |
| Annual return | -13.67% | 277.78%-291.5pp | 572.05%-585.7pp | 10.87%-24.5pp |
| Employer contribution / active EE | $0 | $3,678-100.0% | $4,814-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $1,752 | $6,971-74.9% | $7,446-76.5% | $5,084-65.5% |
| Admin fee / account holder | $122 | $67+82.0% | $10,010-98.8% | $79+54.4% |