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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 | $46,264 |
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 | $70,337 | $86,655-18.8% | $119,609-41.2% | $66,914+5.1% |
| Participation rate | 95.4% | 75.6%+19.8pp | 79.3%+16.1pp | 69.8%+25.6pp |
| Annual return | -14.04% | -8.00%-6.0pp | -14.97%+0.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $769 | $2,536-69.7% | $4,232-81.8% | $2,544-69.8% |
| Participant deferral / active EE | $5,421 | $4,358+24.4% | $5,602-3.2% | $4,237+27.9% |
| Admin fee / account holder | $260 | $755-65.6% | $10,323-97.5% | $593-56.2% |