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 06-1050034 | Contract Administrator | $158,063 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $18,750 |
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 | $68,626 | $45,000+52.5% | $143,757-52.3% | $77,904-11.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -12.14% | 29.03%-41.2pp | -0.04%-12.1pp | 12.21%-24.3pp |
| Employer contribution / active EE | $5,515 | $1,870+195.0% | $4,951+11.4% | $2,848+93.7% |
| Participant deferral / active EE | $10,159 | $3,157+221.8% | $5,637+80.2% | $4,806+111.4% |
| Admin fee / account holder | $67 | $98-32.2% | $14,673-99.5% | $133-49.7% |