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 | $35,752 |
Service code 33 · EIN 13-5674085 | Copying and duplicating; Valuation (a... | $24,112 |
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 | $43,240 | $84,487-48.8% | $125,339-65.5% | $66,914-35.4% |
| Participation rate | 86.3% | 76.4%+9.9pp | 82.4%+3.9pp | 69.8%+16.5pp |
| Annual return | -17.38% | -8.39%-9.0pp | 572.05%-589.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,487 | $3,553-58.1% | $4,814-69.1% | $2,544-41.5% |
| Participant deferral / active EE | $3,657 | $6,781-46.1% | $7,446-50.9% | $4,237-13.7% |
| Admin fee / account holder | $215 | $685-68.6% | $10,010-97.8% | $593-63.7% |