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 |
|---|---|---|
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR & CO. Service code 27 · EIN 36-2214610 | Advisory (Plan) | $63,910 |
SC&H ATTEST SERVICES, P.C.6 years Service code 10 · EIN 52-1743645 | Accounting | $14,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,479 |
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 | $38,471 | $42,353-9.2% | $79,550-51.6% | $64,808-40.6% |
| Participation rate | 66.2% | 64.8%+1.4pp | 69.5%-3.3pp | 71.5%-5.3pp |
| Annual return | -13.98% | -12.24%-1.7pp | 0.16%-14.1pp | 32.82%-46.8pp |
| Employer contribution / active EE | $394 | $1,181-66.6% | $2,413-83.7% | $2,506-84.3% |
| Participant deferral / active EE | $4,248 | $3,170+34.0% | $3,985+6.6% | $4,310-1.4% |
| Admin fee / account holder | $131 | $160-17.8% | $6,832-98.1% | $188-30.2% |