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) | $40,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,119 | $88,890-56.0% | $102,423-61.8% | $77,643-49.6% |
| Participation rate | 67.0% | 80.9%-13.9pp | 76.5%-9.5pp | 70.6%-3.6pp |
| Annual return | 19.68% | 24.98%-5.3pp | 29.32%-9.6pp | 31.24%-11.6pp |
| Employer contribution / active EE | $1,394 | $2,698-48.3% | $3,023-53.9% | $2,726-48.9% |
| Participant deferral / active EE | $4,368 | $5,145-15.1% | $5,053-13.6% | $4,647-6.0% |
| Admin fee / account holder | $179 | $235-24.0% | $9,451-98.1% | $430-58.4% |