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 | $102,180 |
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 | $89,919 | $95,274-5.6% | $135,903-33.8% | $74,419+20.8% |
| Participation rate | 99.0% | 78.2%+20.8pp | 81.9%+17.1pp | 70.7%+28.2pp |
| Annual return | 25.22% | 32.77%-7.6pp | 68.23%-43.0pp | 34.38%-9.2pp |
| Employer contribution / active EE | $7,754 | $3,874+100.1% | $4,856+59.7% | $2,637+194.0% |
| Participant deferral / active EE | $24,955 | $7,782+220.7% | $7,758+221.7% | $4,528+451.1% |
| Admin fee / account holder | $122 | $266-54.2% | $10,762-98.9% | $348-64.9% |