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 49 STONEWOOD COMMONS I 101 BRADFORD · WEXFORD, PA 15090 | Other Services | $5,623 |
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 | $63,465 | $47,126+34.7% | $149,673-57.6% | $74,419-14.7% |
| Participation rate | 46.9% | 63.4%-16.5pp | 78.8%-31.8pp | 70.7%-23.8pp |
| Annual return | 24.57% | 22.75%+1.8pp | 134.42%-109.8pp | 34.38%-9.8pp |
| Employer contribution / active EE | $1,461 | $1,905-23.3% | $4,818-69.7% | $2,637-44.6% |
| Participant deferral / active EE | $2,846 | $2,728+4.3% | $5,680-49.9% | $4,528-37.2% |
| Admin fee / account holder | $26 | $343-92.3% | $13,210-99.8% | $348-92.4% |