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 26 · EIN 71-0294708 | Advisory (Participants) | $29,090 |
MORNINGSTAR3 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,306 |
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 | $54,462 | $72,254-24.6% | $86,677-37.2% | $64,808-16.0% |
| Participation rate | 81.2% | 80.4%+0.8pp | 76.6%+4.6pp | 71.5%+9.7pp |
| Annual return | -16.92% | 392.42%-409.3pp | 35.91%-52.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,277 | $2,393-4.8% | $2,836-19.7% | $2,506-9.1% |
| Participant deferral / active EE | $5,779 | $4,658+24.1% | $4,656+24.1% | $4,310+34.1% |
| Admin fee / account holder | $34 | $174-80.6% | $7,493-99.6% | $188-82.1% |