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 | $259,682 |
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 | $76,060 | $136,266-44.2% | $90,749-16.2% | $77,904-2.4% |
| Participation rate | 95.9% | 86.6%+9.3pp | 75.7%+20.2pp | 73.7%+22.2pp |
| Annual return | -14.36% | -11.32%-3.0pp | -12.16%-2.2pp | 12.21%-26.6pp |
| Employer contribution / active EE | $3,985 | $4,215-5.4% | $2,921+36.4% | $2,848+40.0% |
| Participant deferral / active EE | $11,243 | $6,353+77.0% | $4,564+146.3% | $4,806+133.9% |
| Admin fee / account holder | $108 | $399-72.9% | $8,445-98.7% | $133-18.4% |