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 | $122,423 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $34,588 |
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 | $42,043 | $54,193-22.4% | $93,606-55.1% | $77,643-45.9% |
| Participation rate | 88.2% | 63.9%+24.3pp | 68.7%+19.5pp | 70.6%+17.6pp |
| Annual return | 11.72% | 30.54%-18.8pp | 133.20%-121.5pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,321 | $1,168+13.1% | $2,420-45.4% | $2,726-51.5% |
| Participant deferral / active EE | $2,754 | $3,144-12.4% | $4,411-37.6% | $4,647-40.7% |
| Admin fee / account holder | $165 | $576-71.4% | $8,285-98.0% | $430-61.7% |