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 |
|---|---|---|
PAYNE CAPITAL MANAGEMENT LLC9+ years Service code 27 · EIN 26-2994343 | Advisory (Plan) | $42,131 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,748 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,712 | $49,693-68.4% | $70,515-77.7% | $74,419-78.9% |
| Participation rate | 80.8% | 64.7%+16.2pp | 68.3%+12.5pp | 70.7%+10.1pp |
| Annual return | 17.80% | 21.22%-3.4pp | 32.77%-15.0pp | 34.38%-16.6pp |
| Employer contribution / active EE | $483 | $1,773-72.8% | $2,973-83.8% | $2,637-81.7% |
| Participant deferral / active EE | $1,476 | $3,376-56.3% | $4,567-67.7% | $4,528-67.4% |
| Admin fee / account holder | $122 | $316-61.3% | $6,412-98.1% | $348-64.9% |