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 | $32,977 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,140 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,625 | $69,477+1.7% | $94,646-25.4% | $71,457-1.2% |
| Participation rate | 81.9% | 78.4%+3.4pp | 80.8%+1.1pp | 67.9%+14.0pp |
| Annual return | 22.00% | 29.66%-7.7pp | 156.71%-134.7pp | 28.85%-6.9pp |
| Employer contribution / active EE | $4 | $2,853-99.9% | $3,672-99.9% | $2,588-99.8% |
| Participant deferral / active EE | $7,918 | $7,345+7.8% | $7,418+6.7% | $4,289+84.6% |
| Admin fee / account holder | $342 | $1,210-71.7% | $7,231-95.3% | $1,587-78.4% |