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 | $37,413 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,987 | $76,670+16.1% | $96,683-8.0% | $71,457+24.5% |
| Participation rate | 87.7% | 66.6%+21.1pp | 74.3%+13.3pp | 67.9%+19.7pp |
| Annual return | 15.28% | 48.29%-33.0pp | 35.69%-20.4pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,631 | $3,031-46.2% | $3,737-56.4% | $2,588-37.0% |
| Participant deferral / active EE | $6,826 | $3,771+81.0% | $4,878+39.9% | $4,289+59.2% |
| Admin fee / account holder | $215 | $2,028-89.4% | $6,730-96.8% | $1,587-86.5% |