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 58-2608124 | Advisory (Plan) | $118,290 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $118,171 |
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 | $140,919 | $62,624+125.0% | $177,989-20.8% | $77,643+81.5% |
| Participation rate | 80.7% | 66.8%+13.9pp | 77.1%+3.6pp | 70.6%+10.1pp |
| Annual return | 15.90% | 16.16%-0.3pp | 294.48%-278.6pp | 31.24%-15.3pp |
| Employer contribution / active EE | $4,964 | $1,909+160.0% | $3,949+25.7% | $2,726+82.1% |
| Participant deferral / active EE | $8,144 | $4,219+93.0% | $6,276+29.8% | $4,647+75.2% |
| Admin fee / account holder | $367 | $386-4.9% | $10,363-96.5% | $430-14.7% |