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 42-1445429 | Advisory (Plan) | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,142 |
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 | $148,261 | $86,944+70.5% | $107,525+37.9% | $74,304+99.5% |
| Participation rate | 95.2% | 59.6%+35.6pp | 75.1%+20.1pp | 60.3%+34.9pp |
| Annual return | 19.58% | 23.52%-3.9pp | 181.32%-161.7pp | 29.43%-9.8pp |
| Employer contribution / active EE | $4,451 | $2,757+61.5% | $3,754+18.6% | $2,241+98.6% |
| Participant deferral / active EE | $7,674 | $3,554+115.9% | $5,116+50.0% | $3,767+103.7% |
| Admin fee / account holder | $352 | $3,727-90.6% | $8,919-96.1% | $2,969-88.1% |