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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.
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 | $99,332 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $35,645 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,548 | $50,982-63.6% | $154,803-88.0% | $85,563-78.3% |
| Participation rate | 89.3% | 59.8%+29.5pp | 78.1%+11.2pp | 66.0%+23.3pp |
| Annual return | 18.01% | 30.35%-12.3pp | 58.88%-40.9pp | 31.51%-13.5pp |
| Employer contribution / active EE | $2 | $1,708-99.9% | $4,305-100.0% | $2,654-99.9% |
| Participant deferral / active EE | $4,029 | $2,474+62.8% | $5,540-27.3% | $4,375-7.9% |
| Admin fee / account holder | $130 | $846-84.7% | $14,329-99.1% | $834-84.5% |