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 37 · EIN 04-2647786 | Loan Processing | $36,377 |
LEGACY ADVISORS LLC5 years Service code 27 · EIN 06-1659806 | Advisory (Plan) | $28,623 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,896 | $49,451+13.0% | $79,550-29.7% | $66,914-16.5% |
| Participation rate | 85.1% | 61.3%+23.7pp | 69.5%+15.6pp | 69.8%+15.3pp |
| Annual return | -14.73% | 84.25%-99.0pp | 0.16%-14.9pp | 1.58%-16.3pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,824 | $3,159+52.7% | $3,985+21.1% | $4,237+13.9% |
| Admin fee / account holder | $327 | $595-45.1% | $6,832-95.2% | $593-44.9% |