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) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,624 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,781 | $50,458+95.8% | $159,960-38.2% | $64,808+52.4% |
| Participation rate | 69.7% | 68.0%+1.7pp | 78.0%-8.2pp | 71.5%-1.8pp |
| Annual return | -15.66% | -13.42%-2.2pp | 408.60%-424.3pp | 32.82%-48.5pp |
| Employer contribution / active EE | $4,734 | $1,722+174.9% | $4,226+12.0% | $2,506+88.9% |
| Participant deferral / active EE | $8,323 | $4,004+107.9% | $6,182+34.6% | $4,310+93.1% |
| Admin fee / account holder | -$19 | $706-102.7% | $8,698-100.2% | $188-110.2% |