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 15 · EIN 01-0233346 | Recordkeeping | $68,275 |
HARDY REED LLC1 year Filed as: HARDY REED, LLC Service code 26 | Advisory (Participants) | $23,523 |
MBL WEALTH LLC5 years Service code 26 · EIN 84-3308036 | Advisory (Participants) | $7,214 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,565 | $59,417+7.0% | $93,606-32.1% | $74,495-14.7% |
| Participation rate | 80.9% | 59.7%+21.2pp | 68.7%+12.1pp | 67.2%+13.7pp |
| Annual return | 13.63% | 81.83%-68.2pp | 133.20%-119.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,096 | $1,264+65.9% | $2,420-13.4% | $2,623-20.1% |
| Participant deferral / active EE | $4,028 | $3,050+32.1% | $4,411-8.7% | $4,346-7.3% |
| Admin fee / account holder | $317 | $3,021-89.5% | $8,285-96.2% | $1,942-83.7% |