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 8-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 47-1411118 | Advisory (Plan) | $59,661 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,367 |
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 | $129,119 | $77,660+66.3% | $109,143+18.3% | $79,386+62.6% |
| Participation rate | 98.3% | 67.8%+30.5pp | 75.9%+22.4pp | 70.7%+27.6pp |
| Annual return | 15.30% | 23.44%-8.1pp | 25.75%-10.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $4,967 | $2,797+77.6% | $3,722+33.5% | $2,427+104.6% |
| Participant deferral / active EE | $10,030 | $3,518+185.1% | $4,653+115.6% | $4,046+147.9% |
| Admin fee / account holder | $331 | $732-54.8% | $6,752-95.1% | $626-47.2% |