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 9-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 | $20,289 |
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 | $16,514 | $31,310-47.3% | $53,898-69.4% | $74,304-77.8% |
| Participation rate | 87.8% | 30.7%+57.2pp | 55.0%+32.9pp | 60.3%+27.5pp |
| Annual return | 35.92% | 23.16%+12.8pp | 528.60%-492.7pp | 29.43%+6.5pp |
| Employer contribution / active EE | $1,277 | $450+184.0% | $932+37.0% | $2,241-43.0% |
| Participant deferral / active EE | $2,203 | $934+135.8% | $1,826+20.6% | $3,767-41.5% |
| Admin fee / account holder | $165 | $2,175-92.4% | $2,491-93.4% | $2,969-94.4% |