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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 82-1364595 | Advisory (Plan) | $24,458 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,961 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,409 | $84,556+19.9% | $116,228-12.7% | $74,304+36.5% |
| Participation rate | 93.8% | 66.0%+27.7pp | 74.6%+19.2pp | 60.3%+33.4pp |
| Annual return | 11.55% | 18.35%-6.8pp | 90.06%-78.5pp | 29.43%-17.9pp |
| Employer contribution / active EE | $3,808 | $2,168+75.7% | $2,994+27.2% | $2,241+69.9% |
| Participant deferral / active EE | $7,946 | $3,814+108.3% | $4,953+60.4% | $3,767+110.9% |
| Admin fee / account holder | $312 | $3,792-91.8% | $11,989-97.4% | $2,969-89.5% |