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 5-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 | $38,828 |
Service code 49 · EIN 59-2730348 | Other Services | $11,951 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,752 | $109,881-74.7% | $150,045-81.5% | $84,808-67.3% |
| Participation rate | 82.0% | 76.1%+5.9pp | 82.3%-0.4pp | 68.3%+13.7pp |
| Annual return | 17.77% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,669 | $3,561+3.0% | $4,693-21.8% | $2,631+39.4% |
| Participant deferral / active EE | $5,878 | $6,636-11.4% | $7,997-26.5% | $4,212+39.6% |
| Admin fee / account holder | $360 | $8,568-95.8% | $13,435-97.3% | $7,344-95.1% |