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 37 · EIN 04-2647786 | Loan Processing | $29,168 |
Service code 27 · EIN 73-1399373 | Advisory (Plan) | $26,644 |
EIDE BAILLY LLP5 years Filed as: EDIE BAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $8,768 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $25,875 | $89,436-71.1% | $164,813-84.3% | $77,643-66.7% |
| Participation rate | 79.0% | 78.6%+0.4pp | 78.6%+0.4pp | 70.6%+8.4pp |
| Annual return | 12.52% | 28.83%-16.3pp | 69.93%-57.4pp | 31.24%-18.7pp |
| Employer contribution / active EE | $585 | $2,569-77.2% | $4,341-86.5% | $2,726-78.5% |
| Participant deferral / active EE | $3,042 | $4,897-37.9% | $6,031-49.6% | $4,647-34.5% |
| Admin fee / account holder | $130 | $339-61.8% | $12,690-99.0% | $430-69.9% |