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 | $33,336 |
Service code 49 · EIN 31-1438300 | Other Services | $8,771 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,093 | $79,694-13.3% | $96,139-28.1% | $79,386-13.0% |
| Participation rate | 61.1% | 54.0%+7.1pp | 68.4%-7.3pp | 70.7%-9.6pp |
| Annual return | 16.04% | 40.84%-24.8pp | 191.94%-175.9pp | 116.85%-100.8pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,619 | $2,539+3.2% | $4,349-39.8% | $4,046-35.3% |
| Admin fee / account holder | $344 | $630-45.5% | $5,537-93.8% | $626-45.1% |