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 | $37,878 |
BFSG LLC1 year Filed as: BFSG, LLC Service code 16 · EIN 20-8161914 | Consulting | $15,000 |
PENSION ASSURANCE LLP5 years Service code 10 · EIN 30-0840934 | Accounting | $14,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $52,443 | $76,050-31.0% | $96,544-45.7% | $71,457-26.6% |
| Participation rate | 97.2% | 74.4%+22.8pp | 76.0%+21.2pp | 67.9%+29.3pp |
| Annual return | 19.58% | 22.81%-3.2pp | 25.84%-6.3pp | 28.85%-9.3pp |
| Employer contribution / active EE | $3,510 | $2,244+56.4% | $2,965+18.4% | $2,588+35.6% |
| Participant deferral / active EE | $11,992 | $4,215+184.5% | $4,851+147.2% | $4,289+179.6% |
| Admin fee / account holder | $109 | $2,707-96.0% | $8,252-98.7% | $1,587-93.1% |