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 | $75,591 |
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 | $76,056 | $100,801-24.5% | $149,696-49.2% | $73,409+3.6% |
| Participation rate | 98.2% | 77.7%+20.5pp | 82.5%+15.8pp | 72.2%+26.1pp |
| Annual return | 17.17% | 265.34%-248.2pp | 276.60%-259.4pp | 59.29%-42.1pp |
| Employer contribution / active EE | $7,954 | $3,312+140.2% | $4,644+71.3% | $2,234+256.1% |
| Participant deferral / active EE | $23,665 | $6,404+269.5% | $6,842+245.9% | $3,805+521.9% |
| Admin fee / account holder | $151 | $181-16.5% | $9,309-98.4% | $158-4.4% |