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 83-1730027 | Advisory (Plan) | $59,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,880 |
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).
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 | $96,557 | $64,119+50.6% | $112,228-14.0% | $66,914+44.3% |
| Participation rate | 76.1% | 68.5%+7.7pp | 75.1%+1.1pp | 69.8%+6.3pp |
| Annual return | 0.19% | -13.81%+14.0pp | 27.45%-27.3pp | 1.58%-1.4pp |
| Employer contribution / active EE | $1,431 | $3,005-52.4% | $3,635-60.6% | $2,544-43.8% |
| Participant deferral / active EE | $6,001 | $3,693+62.5% | $4,728+26.9% | $4,237+41.6% |
| Admin fee / account holder | $357 | $625-42.8% | $6,410-94.4% | $593-39.8% |