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 61-1758632 | Advisory (Plan) | $76,173 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,308 |
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 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 | $80,340 | $104,475-23.1% | $159,436-49.6% | $79,386+1.2% |
| Participation rate | 89.1% | 76.6%+12.5pp | 82.8%+6.3pp | 70.7%+18.4pp |
| Annual return | 24.44% | 67.95%-43.5pp | 263.57%-239.1pp | 116.85%-92.4pp |
| Employer contribution / active EE | $1,342 | $3,417-60.7% | $4,829-72.2% | $2,427-44.7% |
| Participant deferral / active EE | $4,766 | $6,467-26.3% | $7,352-35.2% | $4,046+17.8% |
| Admin fee / account holder | $461 | $711-35.1% | $10,799-95.7% | $626-26.4% |