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, LLP7+ years Service code 16 · EIN 47-1492235 | Consulting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,019 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $102,141 | $86,655+17.9% | $119,609-14.6% | $66,914+52.6% |
| Participation rate | 58.0% | 75.6%-17.6pp | 79.3%-21.3pp | 69.8%-11.8pp |
| Annual return | -16.44% | -8.00%-8.4pp | -14.97%-1.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $501 | $2,536-80.2% | $4,232-88.2% | $2,544-80.3% |
| Participant deferral / active EE | $3,564 | $4,358-18.2% | $5,602-36.4% | $4,237-15.9% |
| Admin fee / account holder | $85 | $755-88.7% | $10,323-99.2% | $593-85.6% |