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 42-0127290 | Contract Administrator | $22,125 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,253 |
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 | $65,279 | $79,171-17.5% | $102,423-36.3% | $74,495-12.4% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 12.77% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,663 | $2,362-29.6% | $3,023-45.0% | $2,623-36.6% |
| Participant deferral / active EE | $4,413 | $4,415-0.1% | $5,053-12.7% | $4,346+1.5% |
| Admin fee / account holder | $155 | $2,001-92.3% | $9,451-98.4% | $1,942-92.0% |