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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 | $4,467 |
Employer contribution per participant 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 | $66,425 | $62,581+6.1% | $124,672-46.7% | $86,799-23.5% |
| Participation rate | 80.4% | 56.9%+23.5pp | 74.6%+5.8pp | 72.3%+8.1pp |
| Annual return | 13.06% | 26.67%-13.6pp | 5142.93%-5129.9pp | 97.91%-84.8pp |
| Employer contribution / active EE | $410 | $1,604-74.4% | $3,324-87.7% | $2,405-83.0% |
| Participant deferral / active EE | $1,598 | $2,725-41.4% | $4,614-65.4% | $4,131-61.3% |
| Admin fee / account holder | $11 | $170-93.7% | $7,493-99.9% | $170-93.7% |