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 04-2675571 | Advisory (Plan) | $36,772 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,859 |
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 | $122,692 | $101,883+20.4% | $453,369-72.9% | $85,850+42.9% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 12.60% | 25.38%-12.8pp | 64.40%-51.8pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,087 | $2,847-61.8% | $4,070-73.3% | $2,565-57.6% |
| Participant deferral / active EE | $5,348 | $4,782+11.8% | $6,209-13.9% | $3,952+35.3% |
| Admin fee / account holder | $544 | $5,706-90.5% | $11,209-95.1% | $6,260-91.3% |