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 7-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 41-0417830 | Contract Administrator | $6,568 |
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 | $200,419 | $121,341+65.2% | $189,513+5.8% | $79,386+152.5% |
| Participation rate | 88.6% | 86.1%+2.5pp | 87.8%+0.8pp | 70.7%+17.9pp |
| Annual return | 18.01% | 21.08%-3.1pp | 555.15%-537.1pp | 116.85%-98.8pp |
| Employer contribution / active EE | $7,521 | $3,915+92.1% | $6,162+22.1% | $2,427+209.8% |
| Participant deferral / active EE | $15,423 | $6,395+141.2% | $8,221+87.6% | $4,046+281.2% |
| Admin fee / account holder | $101 | $651-84.6% | $12,045-99.2% | $626-84.0% |