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 61-1758632 | Advisory (Plan) | $85,634 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,531 |
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 | $54,486 | $87,125-37.5% | $108,410-49.7% | $86,799-37.2% |
| Participation rate | 94.2% | 80.5%+13.7pp | 80.1%+14.1pp | 72.3%+21.9pp |
| Annual return | 22.99% | 25.21%-2.2pp | 905.27%-882.3pp | 97.91%-74.9pp |
| Employer contribution / active EE | $2,260 | $2,477-8.8% | $3,558-36.5% | $2,405-6.1% |
| Participant deferral / active EE | $14,734 | $6,944+112.2% | $6,563+124.5% | $4,131+256.7% |
| Admin fee / account holder | $192 | $130+47.2% | $7,295-97.4% | $170+13.0% |