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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.
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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 33-0905143 | Advisory (Plan) | $38,818 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $178,036 | $49,915+256.7% | $154,803+15.0% | $74,304+139.6% |
| Participation rate | 49.6% | 54.0%-4.4pp | 78.1%-28.5pp | 60.3%-10.8pp |
| Annual return | 19.47% | 34.06%-14.6pp | 58.88%-39.4pp | 29.43%-10.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,968 | $2,255+164.7% | $5,540+7.7% | $3,767+58.4% |
| Admin fee / account holder | $510 | $2,189-76.7% | $14,329-96.4% | $2,969-82.8% |