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 35-1729164 | Advisory (Plan) | $31,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,999 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $109,876 | $65,435+67.9% | $86,677+26.8% | $66,914+64.2% |
| Participation rate | 87.6% | 75.5%+12.2pp | 76.6%+11.0pp | 69.8%+17.8pp |
| Annual return | 3.00% | -10.89%+13.9pp | 35.91%-32.9pp | 1.58%+1.4pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,138 | $4,100+25.3% | $4,656+10.4% | $4,237+21.3% |
| Admin fee / account holder | $458 | $642-28.6% | $7,493-93.9% | $593-22.8% |