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 | $78,514 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,985 |
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 | $56,612 | $69,823-18.9% | $77,163-26.6% | $74,419-23.9% |
| Participation rate | 96.6% | 70.0%+26.6pp | 69.6%+27.1pp | 70.7%+25.9pp |
| Annual return | 16.82% | 19.98%-3.2pp | 37.87%-21.0pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,038 | $2,150-5.2% | $2,535-19.6% | $2,637-22.7% |
| Participant deferral / active EE | $6,219 | $3,558+74.8% | $3,833+62.2% | $4,528+37.3% |
| Admin fee / account holder | $157 | $398-60.5% | $5,472-97.1% | $348-54.8% |