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 | $19,299 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,709 | $62,127-11.9% | $81,382-32.8% | $74,495-26.6% |
| Participation rate | 98.1% | 64.0%+34.1pp | 69.5%+28.6pp | 67.2%+30.9pp |
| Annual return | 17.66% | 16.48%+1.2pp | 24.73%-7.1pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $535 | $1,882-71.6% | $2,463-78.3% | $2,623-79.6% |
| Participant deferral / active EE | $3,443 | $3,229+6.6% | $3,883-11.3% | $4,346-20.8% |
| Admin fee / account holder | $103 | $1,934-94.7% | $5,768-98.2% | $1,942-94.7% |