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 | $7,185 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $73,146 | $102,317-28.5% | $146,958-50.2% | $80,856-9.5% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 27.73% | 134.76%-107.0pp | 418.34%-390.6pp | 35.59%-7.9pp |
| Employer contribution / active EE | $5,362 | $3,713+44.4% | $4,933+8.7% | $2,755+94.7% |
| Participant deferral / active EE | $13,018 | $6,644+95.9% | $8,070+61.3% | $4,296+203.0% |
| Admin fee / account holder | $54 | $7,941-99.3% | $12,998-99.6% | $6,918-99.2% |