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 8-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) | $44,877 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,635 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,298 | $95,416+47.0% | $185,823-24.5% | $85,850+63.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.74% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.8pp |
| Employer contribution / active EE | $5,422 | $3,314+63.6% | $5,167+4.9% | $2,565+111.4% |
| Participant deferral / active EE | $6,494 | $3,423+89.7% | $5,568+16.6% | $3,952+64.3% |
| Admin fee / account holder | $363 | $7,213-95.0% | $16,237-97.8% | $6,260-94.2% |