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 | $44,459 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $28,793 |
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 | $42,153 | $91,407-53.9% | $135,903-69.0% | $71,457-41.0% |
| Participation rate | 99.0% | 75.7%+23.3pp | 81.9%+17.0pp | 67.9%+31.0pp |
| Annual return | 27.01% | 29.90%-2.9pp | 68.23%-41.2pp | 28.85%-1.8pp |
| Employer contribution / active EE | $1,675 | $3,703-54.8% | $4,856-65.5% | $2,588-35.3% |
| Participant deferral / active EE | $10,640 | $7,092+50.0% | $7,758+37.2% | $4,289+148.1% |
| Admin fee / account holder | $239 | $1,266-81.1% | $10,762-97.8% | $1,587-85.0% |