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 | $184,241 |
BELLWETHER CONSULTING LLC9+ years Service code 16 · EIN 22-3784192 | Consulting | $27,083 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $26,250 |
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 | $34,786 | $30,147+15.4% | $58,482-40.5% | $80,160-56.6% |
| Participation rate | 22.5% | 34.4%-11.9pp | 50.9%-28.3pp | 72.9%-50.4pp |
| Annual return | 18.86% | 21.97%-3.1pp | 4239.32%-4220.5pp | 40.38%-21.5pp |
| Employer contribution / active EE | $424 | $528-19.6% | $1,053-59.7% | $2,978-85.7% |
| Participant deferral / active EE | $1,111 | $1,249-11.0% | $1,924-42.2% | $5,017-77.9% |
| Admin fee / account holder | $142 | $195-27.2% | $2,516-94.4% | $145-2.2% |