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 35-2552359 | Advisory (Plan) | $17,347 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,078 |
AC CPA, PLLC1 year Service code 10 · EIN 87-3863558 | Accounting | $5,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,357 | $84,936+24.0% | $111,297-5.3% | $79,386+32.7% |
| Participation rate | 61.5% | 75.9%-14.4pp | 77.3%-15.8pp | 70.7%-9.2pp |
| Annual return | 11.52% | 17.45%-5.9pp | 54.65%-43.1pp | 116.85%-105.3pp |
| Employer contribution / active EE | $2,307 | $1,979+16.6% | $2,731-15.5% | $2,427-5.0% |
| Participant deferral / active EE | $2,799 | $3,888-28.0% | $4,487-37.6% | $4,046-30.8% |
| Admin fee / account holder | $363 | $537-32.4% | $7,964-95.4% | $626-42.0% |