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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 | $49,253 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,263 |
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 | $36,033 | $86,944-58.6% | $107,525-66.5% | $74,304-51.5% |
| Participation rate | 91.8% | 59.6%+32.2pp | 75.1%+16.7pp | 60.3%+31.4pp |
| Annual return | 16.36% | 23.52%-7.2pp | 181.32%-165.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $610 | $2,757-77.9% | $3,754-83.7% | $2,241-72.8% |
| Participant deferral / active EE | $3,598 | $3,554+1.2% | $5,116-29.7% | $3,767-4.5% |
| Admin fee / account holder | $261 | $3,727-93.0% | $8,919-97.1% | $2,969-91.2% |