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 7-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 | $200,306 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $125,559 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $25,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,509 | $106,028+47.6% | $146,958+6.5% | $77,643+101.6% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.5pp | 70.6%+27.1pp |
| Annual return | 14.35% | 56.73%-42.4pp | 418.34%-404.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $10,905 | $4,063+168.4% | $4,933+121.1% | $2,726+300.1% |
| Participant deferral / active EE | $10,107 | $7,990+26.5% | $8,070+25.2% | $4,647+117.5% |
| Admin fee / account holder | $332 | $337-1.7% | $12,998-97.4% | $430-22.9% |