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 6-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 61-1758632 | Advisory (Plan) | $27,571 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,218 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $98,716 | $69,477+42.1% | $94,646+4.3% | $71,457+38.1% |
| Participation rate | 93.1% | 78.4%+14.6pp | 80.8%+12.2pp | 67.9%+25.1pp |
| Annual return | 22.57% | 29.66%-7.1pp | 156.71%-134.1pp | 28.85%-6.3pp |
| Employer contribution / active EE | $5,918 | $2,853+107.4% | $3,672+61.2% | $2,588+128.7% |
| Participant deferral / active EE | $12,484 | $7,345+70.0% | $7,418+68.3% | $4,289+191.1% |
| Admin fee / account holder | $193 | $1,210-84.1% | $7,231-97.3% | $1,587-87.9% |