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 92-1819393 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,225 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $13,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,567 | $56,767+91.3% | $101,794+6.7% | $85,563+26.9% |
| Participation rate | 27.3% | 57.6%-30.3pp | 69.2%-41.9pp | 66.0%-38.7pp |
| Annual return | 15.35% | 17.76%-2.4pp | 30.53%-15.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $408 | $1,112-63.3% | $2,289-82.2% | $2,654-84.6% |
| Participant deferral / active EE | $1,187 | $2,720-56.4% | $4,084-70.9% | $4,375-72.9% |
| Admin fee / account holder | $296 | $1,098-73.1% | $8,777-96.6% | $834-64.6% |