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 80-0833114 | Advisory (Plan) | $28,799 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,086 | $91,407-16.8% | $135,903-44.0% | $71,457+6.5% |
| Participation rate | 57.9% | 75.7%-17.8pp | 81.9%-24.0pp | 67.9%-10.1pp |
| Annual return | 17.28% | 29.90%-12.6pp | 68.23%-51.0pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,591 | $3,703-30.0% | $4,856-46.7% | $2,588+0.1% |
| Participant deferral / active EE | $6,685 | $7,092-5.7% | $7,758-13.8% | $4,289+55.9% |
| Admin fee / account holder | $300 | $1,266-76.3% | $10,762-97.2% | $1,587-81.1% |