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 8-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 17 · EIN 13-5674085 | Pension Consulting | $80,768 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $79,174 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $34,986 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,825 | $50,815-29.5% | $155,509-77.0% | $77,643-53.9% |
| Participation rate | 85.3% | 63.1%+22.2pp | 78.2%+7.1pp | 70.6%+14.7pp |
| Annual return | 14.84% | 34.80%-20.0pp | 64.67%-49.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $264 | $1,993-86.8% | $4,672-94.4% | $2,726-90.3% |
| Participant deferral / active EE | $4,056 | $2,822+43.7% | $5,626-27.9% | $4,647-12.7% |
| Admin fee / account holder | $215 | $437-50.9% | $15,912-98.7% | $430-50.1% |