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 | $132,125 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $39,657 |
Filed as: BERMAN HOPKINS WRIGHT & LAHAM, CPAS Service code 10 · EIN 59-1152714 | Accounting | $21,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $19,916 | $48,698-59.1% | $93,606-78.7% | $199,593-90.0% |
| Participation rate | 68.9% | 63.5%+5.3pp | 68.7%+0.1pp | 72.0%-3.1pp |
| Annual return | 12.17% | 15.34%-3.2pp | 133.20%-121.0pp | 34.25%-22.1pp |
| Employer contribution / active EE | $774 | $1,135-31.8% | $2,420-68.0% | $3,034-74.5% |
| Participant deferral / active EE | $3,207 | $2,817+13.8% | $4,411-27.3% | $5,087-37.0% |
| Admin fee / account holder | $111 | $195-42.9% | $8,285-98.7% | $269-58.5% |