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 | $187,823 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $26,204 |
BELLWETHER CONSULTING LLC8+ years Service code 16 · EIN 22-3784192 | Consulting | $25,329 |
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 | $28,974 | $26,906+7.7% | $61,373-52.8% | $77,904-62.8% |
| Participation rate | 23.9% | 33.4%-9.5pp | 52.6%-28.6pp | 73.7%-49.7pp |
| Annual return | -15.24% | -14.46%-0.8pp | 338.61%-353.9pp | 12.21%-27.5pp |
| Employer contribution / active EE | $427 | $521-18.0% | $1,159-63.1% | $2,848-85.0% |
| Participant deferral / active EE | $1,106 | $1,180-6.3% | $2,125-48.0% | $4,806-77.0% |
| Admin fee / account holder | $145 | $117+23.8% | $2,130-93.2% | $133+9.3% |