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 | $381,250 |
CAPSTRAT ADVISORY1 year Service code 27 · EIN 26-4789150 | Advisory (Plan) | $74,227 |
RUBINBROWN LLP3 years Service code 10 · EIN 43-1755727 | Accounting | $43,000 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $21,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,681 | $104,697-7.7% | $96,544+0.1% | $80,160+20.6% |
| Participation rate | 94.9% | 86.4%+8.5pp | 76.0%+19.0pp | 72.9%+22.0pp |
| Annual return | 87.72% | 21.78%+65.9pp | 25.84%+61.9pp | 40.38%+47.3pp |
| Employer contribution / active EE | $2,871 | $3,536-18.8% | $2,965-3.2% | $2,978-3.6% |
| Participant deferral / active EE | $7,219 | $6,188+16.7% | $4,851+48.8% | $5,017+43.9% |
| Admin fee / account holder | $139 | $107+30.6% | $8,252-98.3% | $145-3.8% |