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 | $13,759 |
ADVISORY BILLING OPS1 year Service code 27 · EIN 34-1542819 | Advisory (Plan) | $10,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,923 | $91,517-23.6% | $101,248-30.9% | $73,409-4.7% |
| Participation rate | 49.3% | 73.8%-24.5pp | 75.8%-26.5pp | 72.2%-22.9pp |
| Annual return | 13.46% | 17.17%-3.7pp | 46.47%-33.0pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,111 | $2,877-61.4% | $3,660-69.6% | $2,234-50.3% |
| Participant deferral / active EE | $3,291 | $3,338-1.4% | $4,370-24.7% | $3,805-13.5% |
| Admin fee / account holder | $255 | $216+18.3% | $5,945-95.7% | $158+61.8% |