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 | $57,726 |
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 | $88,131 | $106,028-16.9% | $146,958-40.0% | $77,643+13.5% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 25.40% | 56.73%-31.3pp | 418.34%-392.9pp | 31.24%-5.8pp |
| Employer contribution / active EE | $3,703 | $4,063-8.9% | $4,933-24.9% | $2,726+35.8% |
| Participant deferral / active EE | $13,443 | $7,990+68.2% | $8,070+66.6% | $4,647+189.3% |
| Admin fee / account holder | $107 | $337-68.3% | $12,998-99.2% | $430-75.2% |