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 | $1,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,275 | $76,000-69.4% | $154,107-84.9% | $64,186-63.7% |
| Participation rate | 64.3% | 70.4%-6.1pp | 83.0%-18.8pp | 69.6%-5.3pp |
| Annual return | 2.05% | 30.32%-28.3pp | 735.12%-733.1pp | 7.63%-5.6pp |
| Employer contribution / active EE | $963 | $3,351-71.3% | $5,298-81.8% | $2,381-59.6% |
| Participant deferral / active EE | $2,972 | $3,175-6.4% | $5,081-41.5% | $3,470-14.3% |
| Admin fee / account holder | $33 | $5,596-99.4% | $13,411-99.8% | $4,888-99.3% |