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 | $295,325 |
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 | $44,644 | $241,101-81.5% | $103,333-56.8% | $199,593-77.6% |
| Participation rate | 93.1% | 78.3%+14.8pp | 74.5%+18.6pp | 72.0%+21.1pp |
| Annual return | 15.76% | 17.80%-2.0pp | 24.88%-9.1pp | 34.25%-18.5pp |
| Employer contribution / active EE | $1,111 | $4,244-73.8% | $3,868-71.3% | $3,034-63.4% |
| Participant deferral / active EE | $4,037 | $3,958+2.0% | $5,057-20.2% | $5,087-20.6% |
| Admin fee / account holder | $131 | $288-54.3% | $8,355-98.4% | $269-51.2% |