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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 | $2,350 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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 | $125,762 | $78,672+59.9% | $109,143+15.2% | $85,850+46.5% |
| Participation rate | 93.2% | 68.3%+24.9pp | 75.9%+17.3pp | 69.3%+23.8pp |
| Annual return | 25.51% | 25.09%+0.4pp | 25.75%-0.2pp | 318.53%-293.0pp |
| Employer contribution / active EE | $385 | $2,735-85.9% | $3,722-89.6% | $2,565-85.0% |
| Participant deferral / active EE | $2,811 | $3,467-18.9% | $4,653-39.6% | $3,952-28.9% |
| Admin fee / account holder | $28 | $5,469-99.5% | $6,752-99.6% | $6,260-99.6% |