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 | $107,712 |
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 | $79,631 | $185,342-57.0% | $111,297-28.5% | $86,799-8.3% |
| Participation rate | 86.9% | 81.0%+6.0pp | 77.3%+9.6pp | 72.3%+14.7pp |
| Annual return | 16.72% | 500.80%-484.1pp | 54.65%-37.9pp | 97.91%-81.2pp |
| Employer contribution / active EE | $2,158 | $2,246-3.9% | $2,731-21.0% | $2,405-10.3% |
| Participant deferral / active EE | $8,388 | $4,458+88.1% | $4,487+86.9% | $4,131+103.0% |
| Admin fee / account holder | $109 | $255-57.2% | $7,964-98.6% | $170-35.5% |