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 6-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 | $70,883 |
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 | $36,301 | $86,897-58.2% | $151,611-76.1% | $64,808-44.0% |
| Participation rate | 95.2% | 87.3%+8.0pp | 87.5%+7.7pp | 71.5%+23.8pp |
| Annual return | -9.61% | -3.57%-6.0pp | 3.33%-12.9pp | 32.82%-42.4pp |
| Employer contribution / active EE | $2,936 | $4,010-26.8% | $6,166-52.4% | $2,506+17.2% |
| Participant deferral / active EE | $10,138 | $6,690+51.5% | $8,363+21.2% | $4,310+135.2% |
| Admin fee / account holder | $97 | $153-36.8% | $11,616-99.2% | $188-48.5% |