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) | $42,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,879 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,562 | $79,171+6.8% | $102,423-17.4% | $74,495+13.5% |
| Participation rate | 90.1% | 74.8%+15.3pp | 76.5%+13.6pp | 67.2%+22.9pp |
| Annual return | 14.67% | 54.93%-40.3pp | 29.32%-14.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,537 | $2,362-34.9% | $3,023-49.2% | $2,623-41.4% |
| Participant deferral / active EE | $5,155 | $4,415+16.8% | $5,053+2.0% | $4,346+18.6% |
| Admin fee / account holder | $314 | $2,001-84.3% | $9,451-96.7% | $1,942-83.9% |