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 7-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 06-1050034 | Contract Administrator | $120,480 |
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 | $145,813 | $72,254+101.8% | $86,677+68.2% | $64,808+125.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -15.01% | 392.42%-407.4pp | 35.91%-50.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $3,566 | $2,393+49.0% | $2,836+25.7% | $2,506+42.3% |
| Participant deferral / active EE | $9,582 | $4,658+105.7% | $4,656+105.8% | $4,310+122.3% |
| Admin fee / account holder | $114 | $174-34.6% | $7,493-98.5% | $188-39.5% |