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 41-0417830 | Contract Administrator | $37,850 |
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 | $24,216 | $58,290-58.5% | $98,442-75.4% | $86,799-72.1% |
| Participation rate | 78.7% | 68.3%+10.3pp | 73.3%+5.3pp | 72.3%+6.4pp |
| Annual return | 16.87% | 43.48%-26.6pp | 1492.73%-1475.9pp | 97.91%-81.0pp |
| Employer contribution / active EE | $1,880 | $2,008-6.4% | $2,960-36.5% | $2,405-21.8% |
| Participant deferral / active EE | $2,618 | $3,152-17.0% | $4,276-38.8% | $4,131-36.6% |
| Admin fee / account holder | $78 | $138-43.6% | $5,949-98.7% | $170-54.2% |