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 49 · EIN 52-2114207 | Other Services | $15,997 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,586 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $9,373 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,839 | $59,417-12.8% | $93,606-44.6% | $74,495-30.4% |
| Participation rate | 66.1% | 59.7%+6.5pp | 68.7%-2.6pp | 67.2%-1.1pp |
| Annual return | 18.16% | 81.83%-63.7pp | 133.20%-115.0pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,174 | $3,050+36.9% | $4,411-5.4% | $4,346-3.9% |
| Admin fee / account holder | $131 | $3,021-95.7% | $8,285-98.4% | $1,942-93.2% |