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 04-2675571 | Advisory (Plan) | $132,413 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $129,259 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $17,655 |
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 | $50,873 | $44,897+13.3% | $84,966-40.1% | $199,593-74.5% |
| Participation rate | 51.9% | 45.7%+6.2pp | 67.5%-15.6pp | 72.0%-20.1pp |
| Annual return | 13.23% | 20.96%-7.7pp | 66.38%-53.1pp | 34.25%-21.0pp |
| Employer contribution / active EE | $2,087 | $1,365+52.8% | $2,727-23.5% | $3,034-31.2% |
| Participant deferral / active EE | $4,421 | $2,668+65.7% | $4,519-2.2% | $5,087-13.1% |
| Admin fee / account holder | $290 | $584-50.4% | $6,149-95.3% | $269+7.8% |