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 27 · EIN 04-2675571 | Advisory (Plan) | $27,143 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,739 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,295 | $80,724-25.3% | $103,333-41.7% | $74,495-19.1% |
| Participation rate | 89.1% | 65.7%+23.4pp | 74.5%+14.6pp | 67.2%+21.9pp |
| Annual return | 22.14% | 27.56%-5.4pp | 24.88%-2.7pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $902 | $3,157-71.4% | $3,868-76.7% | $2,623-65.6% |
| Participant deferral / active EE | $6,336 | $3,860+64.1% | $5,057+25.3% | $4,346+45.8% |
| Admin fee / account holder | $245 | $2,368-89.7% | $8,355-97.1% | $1,942-87.4% |