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 |
|---|---|---|
INFINEX INVESTMENTS INC4 years Service code 27 · EIN 06-1367288 | Advisory (Plan) | $112,974 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,529 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $152,779 | $82,917+84.3% | $103,333+47.9% | $77,643+96.8% |
| Participation rate | 81.5% | 71.6%+9.9pp | 74.5%+7.0pp | 70.6%+10.9pp |
| Annual return | 18.67% | 19.13%-0.5pp | 24.88%-6.2pp | 31.24%-12.6pp |
| Employer contribution / active EE | $5,050 | $3,552+42.2% | $3,868+30.6% | $2,726+85.3% |
| Participant deferral / active EE | $12,054 | $4,108+193.4% | $5,057+138.3% | $4,647+159.4% |
| Admin fee / account holder | $583 | $638-8.6% | $8,355-93.0% | $430+35.6% |