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 41-0417830 | Contract Administrator | $8,727 |
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 | $39,120 | $84,487-53.7% | $125,339-68.8% | $66,914-41.5% |
| Participation rate | 82.1% | 76.4%+5.7pp | 82.4%-0.2pp | 69.8%+12.3pp |
| Annual return | -17.03% | -8.39%-8.6pp | 572.05%-589.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,377 | $3,553-33.1% | $4,814-50.6% | $2,544-6.6% |
| Participant deferral / active EE | $8,430 | $6,781+24.3% | $7,446+13.2% | $4,237+99.0% |
| Admin fee / account holder | $29 | $685-95.7% | $10,010-99.7% | $593-95.1% |