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 | $26,254 |
GRP FINANCIAL1 year Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,500 |
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 | $56,351 | $46,173+22.0% | $170,442-66.9% | $69,631-19.1% |
| Participation rate | 47.7% | 63.9%-16.2pp | 83.6%-35.9pp | 70.7%-23.0pp |
| Annual return | 13.48% | 21.62%-8.1pp | 205.93%-192.5pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $1,388 | $1,610-13.7% | $5,433-74.4% | $2,032-31.7% |
| Participant deferral / active EE | $2,452 | $2,080+17.9% | $4,939-50.4% | $3,224-23.9% |
| Admin fee / account holder | $181 | $116+55.7% | $13,880-98.7% | $110+63.5% |