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 5-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 43-1451524 | Advisory (Plan) | $38,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $75,279 | $96,484-22.0% | $156,263-51.8% | $74,304+1.3% |
| Participation rate | 65.3% | 67.7%-2.3pp | 78.9%-13.6pp | 60.3%+5.0pp |
| Annual return | 19.76% | 17.73%+2.0pp | 59.47%-39.7pp | 29.43%-9.7pp |
| Employer contribution / active EE | $3,256 | $2,528+28.8% | $4,333-24.9% | $2,241+45.3% |
| Participant deferral / active EE | $7,541 | $4,286+75.9% | $6,158+22.5% | $3,767+100.2% |
| Admin fee / account holder | $236 | $3,728-93.7% | $14,255-98.3% | $2,969-92.0% |