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 15 · EIN 35-0145825 | Recordkeeping | $20,641 |
BENSLER, LLC1 year Filed as: BENSLER LLC Service code 26 · EIN 71-1004774 | Advisory (Participants) | $12,500 |
Filed as: PARKER AND ELM INS. Service code 26 · EIN 27-1332437 | Advisory (Participants) | $12,500 |
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 | $88,024 | $78,485+12.2% | $106,213-17.1% | $74,495+18.2% |
| Participation rate | 81.2% | 72.8%+8.3pp | 75.3%+5.9pp | 67.2%+14.0pp |
| Annual return | 12.91% | 15.95%-3.0pp | 116.14%-103.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,096 | $2,523-56.6% | $3,171-65.4% | $2,623-58.2% |
| Participant deferral / active EE | $4,393 | $4,322+1.6% | $5,016-12.4% | $4,346+1.1% |
| Admin fee / account holder | $213 | $2,232-90.5% | $11,033-98.1% | $1,942-89.0% |