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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 | $7,425 |
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 | $55,077 | $185,342-70.3% | $111,297-50.5% | $86,799-36.5% |
| Participation rate | 88.6% | 81.0%+7.7pp | 77.3%+11.3pp | 72.3%+16.3pp |
| Annual return | 22.08% | 500.80%-478.7pp | 54.65%-32.6pp | 97.91%-75.8pp |
| Employer contribution / active EE | $43 | $2,246-98.1% | $2,731-98.4% | $2,405-98.2% |
| Participant deferral / active EE | $12,396 | $4,458+178.0% | $4,487+176.2% | $4,131+200.1% |
| Admin fee / account holder | $16 | $255-93.9% | $7,964-99.8% | $170-90.8% |