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 37 · EIN 04-2647786 | Loan Processing | $162,153 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $48,000 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $20,213 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,790 |
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 | $57,699 | $89,808-35.8% | $100,391-42.5% | $77,643-25.7% |
| Participation rate | 95.8% | 81.2%+14.6pp | 81.5%+14.3pp | 70.6%+25.2pp |
| Annual return | 22.17% | 20.62%+1.5pp | 49.20%-27.0pp | 31.24%-9.1pp |
| Employer contribution / active EE | $1,469 | $3,039-51.7% | $3,942-62.7% | $2,726-46.1% |
| Participant deferral / active EE | $14,567 | $8,284+75.8% | $8,082+80.2% | $4,647+213.4% |
| Admin fee / account holder | $197 | $174+13.0% | $7,899-97.5% | $430-54.2% |