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 7-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 41-0417830 | Contract Administrator | $15,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,103 | $93,131+63.3% | $106,548+42.8% | $86,799+75.2% |
| Participation rate | 30.5% | 81.4%-50.9pp | 76.1%-45.6pp | 72.3%-41.8pp |
| Annual return | 12.55% | 19.45%-6.9pp | 26.80%-14.2pp | 97.91%-85.4pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,565 | $4,708-45.5% | $4,398-41.7% | $4,131-37.9% |
| Admin fee / account holder | $155 | $145+7.1% | $7,407-97.9% | $170-8.3% |