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 4-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 26-4310632 | Advisory (Plan) | $34,809 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $134,033 | $88,634+51.2% | $101,326+32.3% | $74,304+80.4% |
| Participation rate | 67.9% | 76.9%-9.0pp | 81.5%-13.6pp | 60.3%+7.5pp |
| Annual return | 17.69% | 33.10%-15.4pp | 36.82%-19.1pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,925 | $2,930-34.3% | $3,665-47.5% | $2,241-14.1% |
| Participant deferral / active EE | $5,140 | $7,322-29.8% | $7,994-35.7% | $3,767+36.4% |
| Admin fee / account holder | $73 | $2,425-97.0% | $11,185-99.3% | $2,969-97.5% |