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 | $118,875 |
MARKSNELSON LLC1 year Service code 10 · EIN 48-1238645 | Accounting | $16,250 |
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 | $28,467 | $39,166-27.3% | $79,550-64.2% | $78,044-63.5% |
| Participation rate | 89.0% | 57.3%+31.7pp | 69.5%+19.5pp | 74.4%+14.6pp |
| Annual return | -17.10% | -9.39%-7.7pp | 0.16%-17.3pp | 10.87%-28.0pp |
| Employer contribution / active EE | $405 | $1,019-60.2% | $2,413-83.2% | $3,125-87.0% |
| Participant deferral / active EE | $4,523 | $2,079+117.5% | $3,985+13.5% | $5,084-11.0% |
| Admin fee / account holder | $11 | $67-83.7% | $6,832-99.8% | $79-86.2% |