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 | $108,933 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $63,162 |
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 | $78,295 | $72,994+7.3% | $120,354-34.9% | $77,643+0.8% |
| Participation rate | 94.6% | 55.2%+39.3pp | 71.9%+22.7pp | 70.6%+24.0pp |
| Annual return | 13.31% | 18.23%-4.9pp | 107.15%-93.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $3,847 | $1,793+114.6% | $3,463+11.1% | $2,726+41.1% |
| Participant deferral / active EE | $8,495 | $3,011+182.1% | $4,991+70.2% | $4,647+82.8% |
| Admin fee / account holder | $197 | $658-70.0% | $9,423-97.9% | $430-54.1% |