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 | $2,168 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $40,178 | $111,608-64.0% | $177,821-77.4% | $73,409-45.3% |
| Participation rate | 77.2% | 87.9%-10.7pp | 87.7%-10.5pp | 72.2%+5.0pp |
| Annual return | 70.84% | 18.23%+52.6pp | 48.32%+22.5pp | 59.29%+11.5pp |
| Employer contribution / active EE | $1,534 | $3,796-59.6% | $5,918-74.1% | $2,234-31.3% |
| Participant deferral / active EE | $6,913 | $6,199+11.5% | $7,714-10.4% | $3,805+81.7% |
| Admin fee / account holder | $5 | $166-96.8% | $12,427-100.0% | $158-96.6% |