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 7-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 | $30,656 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $8,357 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,960 | $81,625-81.7% | $167,512-91.1% | $74,304-79.9% |
| Participation rate | 88.9% | 60.0%+28.9pp | 77.1%+11.8pp | 60.3%+28.5pp |
| Annual return | 21.24% | 26.09%-4.9pp | 1615.79%-1594.6pp | 29.43%-8.2pp |
| Employer contribution / active EE | $926 | $2,010-53.9% | $3,882-76.1% | $2,241-58.7% |
| Participant deferral / active EE | $2,629 | $4,115-36.1% | $6,405-59.0% | $3,767-30.2% |
| Admin fee / account holder | $204 | $3,474-94.1% | $9,769-97.9% | $2,969-93.1% |