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 | $48,646 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,600 | $84,556+79.3% | $116,228+30.4% | $74,304+104.0% |
| Participation rate | 94.9% | 66.0%+28.9pp | 74.6%+20.3pp | 60.3%+34.5pp |
| Annual return | 12.26% | 18.35%-6.1pp | 90.06%-77.8pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,611 | $2,168-25.7% | $2,994-46.2% | $2,241-28.1% |
| Participant deferral / active EE | $9,079 | $3,814+138.0% | $4,953+83.3% | $3,767+141.0% |
| Admin fee / account holder | $204 | $3,792-94.6% | $11,989-98.3% | $2,969-93.1% |