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 27 · EIN 35-2552359 | Advisory (Plan) | $14,991 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,285 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,334 | $73,404-27.3% | $87,100-38.8% | $67,579-21.1% |
| Participation rate | 72.6% | 80.9%-8.3pp | 76.9%-4.3pp | 71.3%+1.3pp |
| Annual return | 20.04% | 48.29%-28.3pp | 28.19%-8.2pp | 378.56%-358.5pp |
| Employer contribution / active EE | $376 | $2,014-81.3% | $2,521-85.1% | $2,148-82.5% |
| Participant deferral / active EE | $2,638 | $3,913-32.6% | $4,049-34.8% | $3,539-25.5% |
| Admin fee / account holder | $65 | $142-54.0% | $7,497-99.1% | $142-54.2% |