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 | $38,968 |
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 | $247,114 | $76,670+222.3% | $96,683+155.6% | $71,457+245.8% |
| Participation rate | 86.9% | 66.6%+20.3pp | 74.3%+12.5pp | 67.9%+18.9pp |
| Annual return | 20.65% | 48.29%-27.6pp | 35.69%-15.0pp | 28.85%-8.2pp |
| Employer contribution / active EE | $3,896 | $3,031+28.5% | $3,737+4.3% | $2,588+50.6% |
| Participant deferral / active EE | $9,803 | $3,771+159.9% | $4,878+101.0% | $4,289+128.6% |
| Admin fee / account holder | $287 | $2,028-85.9% | $6,730-95.7% | $1,587-81.9% |