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 7-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 | $10,077 |
TROTT BROOK FINANCIAL2 years Service code 27 · EIN 41-1955975 | Advisory (Plan) | $8,391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,780 | $65,061-69.6% | $143,757-86.2% | $66,914-70.4% |
| Participation rate | 54.3% | 65.2%-10.9pp | 80.3%-26.0pp | 69.8%-15.5pp |
| Annual return | -16.94% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $568 | $2,361-75.9% | $4,951-88.5% | $2,544-77.7% |
| Participant deferral / active EE | $1,426 | $2,919-51.1% | $5,637-74.7% | $4,237-66.3% |
| Admin fee / account holder | $140 | $502-72.1% | $14,673-99.0% | $593-76.4% |