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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.
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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 | $42,925 |
Participant 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 | $50,904 | $76,670-33.6% | $96,683-47.3% | $71,457-28.8% |
| Participation rate | 72.2% | 66.6%+5.6pp | 74.3%-2.2pp | 67.9%+4.2pp |
| Annual return | 15.12% | 48.29%-33.2pp | 35.69%-20.6pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,797 | $3,031+25.2% | $3,737+1.6% | $2,588+46.7% |
| Participant deferral / active EE | $1,029 | $3,771-72.7% | $4,878-78.9% | $4,289-76.0% |
| Admin fee / account holder | $215 | $2,028-89.4% | $6,730-96.8% | $1,587-86.5% |