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 17 · EIN 36-3580924 | Pension Consulting | $10,784 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,262 | $70,908-31.9% | $98,907-51.2% | $73,488-34.3% |
| Participation rate | 70.6% | 73.8%-3.1pp | 76.0%-5.4pp | 70.7%0pp |
| Annual return | 8.24% | 34.17%-25.9pp | 196.43%-188.2pp | 28.51%-20.3pp |
| Employer contribution / active EE | $356 | $2,036-82.5% | $2,689-86.8% | $2,270-84.3% |
| Participant deferral / active EE | $2,632 | $3,500-24.8% | $4,244-38.0% | $3,740-29.6% |
| Admin fee / account holder | $102 | $535-81.0% | $6,642-98.5% | $513-80.2% |