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 | $155,292 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,406 | $122,693-72.8% | $184,203-81.9% | $199,593-83.3% |
| Participation rate | 95.5% | 86.8%+8.8pp | 86.8%+8.7pp | 72.0%+23.6pp |
| Annual return | 16.10% | 143.91%-127.8pp | 28.81%-12.7pp | 34.25%-18.1pp |
| Employer contribution / active EE | $1,804 | $4,584-60.6% | $6,427-71.9% | $3,034-40.5% |
| Participant deferral / active EE | $4,171 | $7,990-47.8% | $9,131-54.3% | $5,087-18.0% |
| Admin fee / account holder | $103 | $121-14.5% | $13,901-99.3% | $269-61.7% |