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 41-0417830 | Contract Administrator | $1,731 |
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 | $71,548 | $59,263+20.7% | $96,562-25.9% | $79,386-9.9% |
| Participation rate | 92.8% | 61.9%+30.9pp | 69.8%+23.0pp | 70.7%+22.1pp |
| Annual return | 12.57% | 27.07%-14.5pp | 37.78%-25.2pp | 116.85%-104.3pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,060 | $2,948+71.7% | $3,849+31.5% | $4,046+25.1% |
| Admin fee / account holder | $12 | $658-98.1% | $6,181-99.8% | $626-98.0% |