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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 | $12,430 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,926 | $104,475-21.6% | $159,436-48.6% | $79,386+3.2% |
| Participation rate | 95.7% | 76.6%+19.1pp | 82.8%+12.9pp | 70.7%+25.0pp |
| Annual return | 20.49% | 67.95%-47.5pp | 263.57%-243.1pp | 116.85%-96.4pp |
| Employer contribution / active EE | $773 | $3,417-77.4% | $4,829-84.0% | $2,427-68.2% |
| Participant deferral / active EE | $6,940 | $6,467+7.3% | $7,352-5.6% | $4,046+71.5% |
| Admin fee / account holder | $47 | $711-93.4% | $10,799-99.6% | $626-92.5% |