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 | $67,354 |
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 | $61,650 | $98,727-37.6% | $113,168-45.5% | $85,563-27.9% |
| Participation rate | 88.1% | 80.8%+7.2pp | 76.6%+11.5pp | 66.0%+22.1pp |
| Annual return | 18.13% | 17.43%+0.7pp | 24.27%-6.1pp | 31.51%-13.4pp |
| Employer contribution / active EE | $1,833 | $2,907-36.9% | $2,975-38.4% | $2,654-30.9% |
| Participant deferral / active EE | $4,232 | $5,424-22.0% | $5,107-17.1% | $4,375-3.3% |
| Admin fee / account holder | $168 | $357-52.8% | $12,068-98.6% | $834-79.8% |