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 9-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 | $22,822 |
Service code 49 · EIN 74-2794194 | Other Services | $7,668 |
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 | $84,371 | $84,487-0.1% | $125,339-32.7% | $66,914+26.1% |
| Participation rate | 91.0% | 76.4%+14.6pp | 82.4%+8.6pp | 69.8%+21.2pp |
| Annual return | -15.06% | -8.39%-6.7pp | 572.05%-587.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $10,409 | $6,781+53.5% | $7,446+39.8% | $4,237+145.7% |
| Admin fee / account holder | $135 | $685-80.3% | $10,010-98.7% | $593-77.2% |