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 13 · EIN 06-1050034 | Contract Administrator | $30,949 |
HELIUM ADVISORS LLC3 years Service code 27 · EIN 81-0747361 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,492 | $106,236-28.9% | $112,228-32.7% | $64,808+16.5% |
| Participation rate | 43.8% | 71.7%-27.9pp | 75.1%-31.3pp | 71.5%-27.7pp |
| Annual return | -15.46% | -6.02%-9.4pp | 27.45%-42.9pp | 32.82%-48.3pp |
| Employer contribution / active EE | $909 | $3,166-71.3% | $3,635-75.0% | $2,506-63.7% |
| Participant deferral / active EE | $3,660 | $3,785-3.3% | $4,728-22.6% | $4,310-15.1% |
| Admin fee / account holder | $210 | $452-53.5% | $6,410-96.7% | $188+11.9% |