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 | $172,857 |
BELLWETHER CONSULTING LLC6+ years Service code 16 · EIN 22-3784192 | Consulting | $25,000 |
BKD, LLP2 years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $21,840 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,045 | $29,516+5.2% | $77,482-59.9% | $90,288-65.6% |
| Participation rate | 32.8% | 33.7%-0.8pp | 54.2%-21.3pp | 73.4%-40.5pp |
| Annual return | 14.30% | 231.18%-216.9pp | 54.79%-40.5pp | 53.97%-39.7pp |
| Employer contribution / active EE | $188 | $381-50.7% | $986-81.0% | $2,524-92.6% |
| Participant deferral / active EE | $1,070 | $944+13.3% | $1,861-42.5% | $4,232-74.7% |
| Admin fee / account holder | $144 | $106+36.3% | $2,858-95.0% | $114+26.5% |