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 27 · EIN 47-1411118 | Advisory (Plan) | $16,512 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,282 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,129 | $80,724-41.6% | $103,333-54.4% | $74,495-36.7% |
| Participation rate | 95.2% | 65.7%+29.5pp | 74.5%+20.7pp | 67.2%+28.0pp |
| Annual return | 12.98% | 27.56%-14.6pp | 24.88%-11.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,740 | $3,157-44.9% | $3,868-55.0% | $2,623-33.6% |
| Participant deferral / active EE | $7,274 | $3,860+88.4% | $5,057+43.8% | $4,346+67.4% |
| Admin fee / account holder | $244 | $2,368-89.7% | $8,355-97.1% | $1,942-87.4% |