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 | $4,754 |
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 | $102,559 | $73,638+39.3% | $95,952+6.9% | $73,488+39.6% |
| Participation rate | 98.0% | 76.2%+21.8pp | 77.1%+20.9pp | 70.7%+27.3pp |
| Annual return | 16.16% | 16.78%-0.6pp | 91.61%-75.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,347 | $1,863+26.0% | $2,541-7.6% | $2,270+3.4% |
| Participant deferral / active EE | $7,661 | $3,617+111.8% | $4,167+83.9% | $3,740+104.9% |
| Admin fee / account holder | $25 | $482-94.8% | $6,795-99.6% | $513-95.1% |