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 37 · EIN 04-2647786 | Loan Processing | $26,802 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,716 |
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 | $67,000 | $86,286-22.4% | $111,297-39.8% | $85,850-22.0% |
| Participation rate | 90.8% | 73.3%+17.5pp | 77.3%+13.5pp | 69.3%+21.5pp |
| Annual return | 11.73% | 19.99%-8.3pp | 54.65%-42.9pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,740 | $2,043+34.1% | $2,731+0.3% | $2,565+6.8% |
| Participant deferral / active EE | $5,741 | $3,641+57.7% | $4,487+27.9% | $3,952+45.3% |
| Admin fee / account holder | $321 | $8,188-96.1% | $7,964-96.0% | $6,260-94.9% |