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 | $27,125 |
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 | $70,418 | $65,435+7.6% | $86,677-18.8% | $66,914+5.2% |
| Participation rate | 88.3% | 75.5%+12.8pp | 76.6%+11.7pp | 69.8%+18.5pp |
| Annual return | -16.01% | -10.89%-5.1pp | 35.91%-51.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,292 | $2,153-40.0% | $2,836-54.5% | $2,544-49.2% |
| Participant deferral / active EE | $5,105 | $4,100+24.5% | $4,656+9.6% | $4,237+20.5% |
| Admin fee / account holder | $219 | $642-65.9% | $7,493-97.1% | $593-63.1% |