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 |
|---|---|---|
LUTZ & COMPANY, PC1 year Filed as: LUTZ AND COMPANY, PC Service code 10 · EIN 47-0625816 | Accounting | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,884 | $37,393+52.1% | $77,024-26.1% | $66,914-15.0% |
| Participation rate | 56.2% | 52.9%+3.3pp | 67.9%-11.7pp | 69.8%-13.6pp |
| Annual return | -23.37% | -3.29%-20.1pp | 42.32%-65.7pp | 1.58%-24.9pp |
| Employer contribution / active EE | $1,097 | $1,531-28.3% | $2,812-61.0% | $2,544-56.9% |
| Participant deferral / active EE | $2,319 | $2,617-11.4% | $4,426-47.6% | $4,237-45.3% |
| Admin fee / account holder | $130 | $567-77.1% | $5,425-97.6% | $593-78.1% |