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 5-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 06-1050034 | Contract Administrator | $858,064 |
PRIAC1 year Service code 14 · EIN 06-1050034 | Plan Administrator | $34,398 |
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 | $53,114 | $68,062-22.0% | $185,823-71.4% | $106,520-50.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.7%+18.3pp | 71.3%+28.7pp |
| Annual return | 14.67% | 18.20%-3.5pp | 122.05%-107.4pp | 19.28%-4.6pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,167-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $5,529 | $3,990+38.6% | $5,568-0.7% | $4,948+11.8% |
| Admin fee / account holder | $13 | $53-74.5% | $16,237-99.9% | $75-82.0% |