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 | $19,380 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,218 | $78,419-37.2% | $133,956-63.3% | $73,409-33.0% |
| Participation rate | 97.4% | 78.6%+18.8pp | 79.8%+17.6pp | 72.2%+25.2pp |
| Annual return | 15.04% | 33.35%-18.3pp | 45.09%-30.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $989 | $2,044-51.6% | $3,919-74.8% | $2,234-55.7% |
| Participant deferral / active EE | $4,887 | $3,925+24.5% | $5,048-3.2% | $3,805+28.4% |
| Admin fee / account holder | $18 | $161-88.8% | $8,927-99.8% | $158-88.6% |