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 | $101,414 |
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 | $129,894 | $104,317+24.5% | $159,436-18.5% | $86,799+49.6% |
| Participation rate | 88.3% | 77.7%+10.6pp | 82.8%+5.4pp | 72.3%+16.0pp |
| Annual return | 21.93% | 26.32%-4.4pp | 263.57%-241.6pp | 97.91%-76.0pp |
| Employer contribution / active EE | $11,437 | $3,451+231.4% | $4,829+136.8% | $2,405+375.5% |
| Participant deferral / active EE | $23,718 | $6,837+246.9% | $7,352+222.6% | $4,131+474.2% |
| Admin fee / account holder | $143 | $172-16.8% | $10,799-98.7% | $170-15.5% |