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 |
|---|---|---|
HOBERMAN & LESSER, LLP3+ years Service code 16 · EIN 47-1492235 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,937 | $66,302+26.6% | $110,238-23.9% | $56,287+49.1% |
| Participation rate | 63.3% | 74.9%-11.6pp | 79.8%-16.6pp | 69.9%-6.6pp |
| Annual return | -4.84% | -1.18%-3.7pp | 314.74%-319.6pp | -9.96%+5.1pp |
| Employer contribution / active EE | $413 | $2,047-79.8% | $3,826-89.2% | $2,111-80.4% |
| Participant deferral / active EE | $3,411 | $3,381+0.9% | $4,672-27.0% | $3,350+1.8% |
| Admin fee / account holder | $79 | $698-88.8% | $8,547-99.1% | $521-84.9% |