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 21 · EIN 39-0394950 | Bank Trustee | $39,915 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $81,941 | $78,672+4.2% | $109,143-24.9% | $85,850-4.6% |
| Participation rate | 81.6% | 68.3%+13.4pp | 75.9%+5.8pp | 69.3%+12.3pp |
| Annual return | 15.87% | 25.09%-9.2pp | 25.75%-9.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,807 | $2,735-33.9% | $3,722-51.5% | $2,565-29.6% |
| Participant deferral / active EE | $3,893 | $3,467+12.3% | $4,653-16.3% | $3,952-1.5% |
| Admin fee / account holder | $391 | $5,469-92.8% | $6,752-94.2% | $6,260-93.7% |