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) | $43,913 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,710 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,983 | $64,119+110.5% | $112,228+20.3% | $66,914+101.7% |
| Participation rate | 87.6% | 68.5%+19.1pp | 75.1%+12.5pp | 69.8%+17.8pp |
| Annual return | -15.57% | -13.81%-1.8pp | 27.45%-43.0pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,334 | $3,005+44.2% | $3,635+19.2% | $2,544+70.3% |
| Participant deferral / active EE | $10,943 | $3,693+196.3% | $4,728+131.5% | $4,237+158.3% |
| Admin fee / account holder | $589 | $625-5.7% | $6,410-90.8% | $593-0.6% |