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 | $36,704 |
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 | $93,844 | $80,724+16.3% | $103,333-9.2% | $74,495+26.0% |
| Participation rate | 88.9% | 65.7%+23.2pp | 74.5%+14.4pp | 67.2%+21.7pp |
| Annual return | 16.56% | 27.56%-11.0pp | 24.88%-8.3pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,668 | $3,157-47.2% | $3,868-56.9% | $2,623-36.4% |
| Participant deferral / active EE | $7,003 | $3,860+81.4% | $5,057+38.5% | $4,346+61.2% |
| Admin fee / account holder | $195 | $2,368-91.8% | $8,355-97.7% | $1,942-90.0% |