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 | $17,544 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,835 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,855 | $65,435-17.7% | $86,677-37.9% | $66,914-19.5% |
| Participation rate | 72.2% | 75.5%-3.2pp | 76.6%-4.4pp | 69.8%+2.4pp |
| Annual return | -17.42% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,362 | $2,153-36.7% | $2,836-52.0% | $2,544-46.5% |
| Participant deferral / active EE | $2,707 | $4,100-34.0% | $4,656-41.9% | $4,237-36.1% |
| Admin fee / account holder | $133 | $642-79.2% | $7,493-98.2% | $593-77.5% |