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 |
|---|---|---|
NFPSI10+ years Service code 26 · EIN 74-2794194 | Advisory (Participants) | $35,096 |
WITHUMSMITH+BROWN, PC3 years Filed as: PATTLLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 | Recordkeeping | $4,100 |
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 | $191,555 | $138,347+38.5% | $184,203+4.0% | $80,856+136.9% |
| Participation rate | 87.6% | 83.9%+3.8pp | 86.8%+0.8pp | 67.6%+20.0pp |
| Annual return | 13.77% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,457 | $4,850-49.4% | $6,427-61.8% | $2,755-10.8% |
| Participant deferral / active EE | $5,749 | $7,071-18.7% | $9,131-37.0% | $4,296+33.8% |
| Admin fee / account holder | $400 | $10,483-96.2% | $13,901-97.1% | $6,918-94.2% |