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 27-1903885 | Advisory (Plan) | $11,358 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,660 |
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 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 | $41,187 | $63,905-35.5% | $74,183-44.5% | $57,658-28.6% |
| Participation rate | 60.5% | 79.8%-19.2pp | 76.6%-16.1pp | 70.2%-9.7pp |
| Annual return | 7.14% | 60.60%-53.5pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,080 | $1,840-41.3% | $2,370-54.4% | $1,974-45.3% |
| Participant deferral / active EE | $2,358 | $3,448-31.6% | $3,550-33.6% | $3,061-22.9% |
| Admin fee / account holder | $92 | $91+0.5% | $5,586-98.4% | $95-3.2% |