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 | $13,560 |
Service code 49 · EIN 74-2794194 | Other Services | $2,884 |
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 | $107,457 | $76,050+41.3% | $96,544+11.3% | $71,457+50.4% |
| Participation rate | 76.6% | 74.4%+2.2pp | 76.0%+0.6pp | 67.9%+8.7pp |
| Annual return | 19.95% | 22.81%-2.9pp | 25.84%-5.9pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,156 | $2,244-48.5% | $2,965-61.0% | $2,588-55.3% |
| Participant deferral / active EE | $8,085 | $4,215+91.8% | $4,851+66.7% | $4,289+88.5% |
| Admin fee / account holder | $123 | $2,707-95.4% | $8,252-98.5% | $1,587-92.2% |