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 35-2552359 | Advisory (Plan) | $83,015 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,065 |
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 | $187,080 | $84,936+120.3% | $111,297+68.1% | $79,386+135.7% |
| Participation rate | 76.7% | 75.9%+0.8pp | 77.3%-0.6pp | 70.7%+6.0pp |
| Annual return | 12.22% | 17.45%-5.2pp | 54.65%-42.4pp | 116.85%-104.6pp |
| Employer contribution / active EE | $1,248 | $1,979-37.0% | $2,731-54.3% | $2,427-48.6% |
| Participant deferral / active EE | $6,175 | $3,888+58.8% | $4,487+37.6% | $4,046+52.6% |
| Admin fee / account holder | $300 | $537-44.1% | $7,964-96.2% | $626-52.0% |