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 | $2,231 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,789 | $44,642-1.9% | $91,220-52.0% | $66,914-34.6% |
| Participation rate | 82.0% | 64.9%+17.1pp | 73.2%+8.8pp | 69.8%+12.2pp |
| Annual return | -15.75% | -12.29%-3.5pp | 114.01%-129.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $474 | $1,706-72.2% | $2,850-83.4% | $2,544-81.4% |
| Participant deferral / active EE | $2,591 | $3,349-22.6% | $4,234-38.8% | $4,237-38.8% |
| Admin fee / account holder | $17 | $521-96.8% | $5,420-99.7% | $593-97.2% |