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 35-2552359 | Advisory (Plan) | $28,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,711 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,538 | $99,957-10.4% | $149,696-40.2% | $73,488+21.8% |
| Participation rate | 87.7% | 75.7%+12.0pp | 82.5%+5.2pp | 70.7%+17.0pp |
| Annual return | 19.78% | 53.87%-34.1pp | 276.60%-256.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $1,156 | $3,191-63.8% | $4,644-75.1% | $2,270-49.1% |
| Participant deferral / active EE | $10,082 | $6,073+66.0% | $6,842+47.4% | $3,740+169.6% |
| Admin fee / account holder | $301 | $551-45.3% | $9,309-96.8% | $513-41.2% |