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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.
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 | $54,035 |
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 | $84,839 | $88,083-3.7% | $164,813-48.5% | $74,495+13.9% |
| Participation rate | 94.7% | 73.0%+21.7pp | 78.6%+16.1pp | 67.2%+27.5pp |
| Annual return | 14.78% | 17.26%-2.5pp | 69.93%-55.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $705 | $2,593-72.8% | $4,341-83.8% | $2,623-73.1% |
| Participant deferral / active EE | $5,606 | $4,498+24.6% | $6,031-7.1% | $4,346+29.0% |
| Admin fee / account holder | $286 | $2,234-87.2% | $12,690-97.7% | $1,942-85.3% |