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 | $26,586 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,005 | $92,971-74.2% | $96,683-75.2% | $74,419-67.7% |
| Participation rate | 87.4% | 71.5%+15.8pp | 74.3%+13.0pp | 70.7%+16.6pp |
| Annual return | 19.31% | 37.49%-18.2pp | 35.69%-16.4pp | 34.38%-15.1pp |
| Employer contribution / active EE | $1,782 | $3,426-48.0% | $3,737-52.3% | $2,637-32.4% |
| Participant deferral / active EE | $3,001 | $3,970-24.4% | $4,878-38.5% | $4,528-33.7% |
| Admin fee / account holder | $57 | $633-90.9% | $6,730-99.1% | $348-83.5% |