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 59-2937883 | Advisory (Plan) | $17,610 |
CONDLEY AND COMPANY, LLP3 years Filed as: CONDLEY & CO., LLP Service code 10 · EIN 75-1056027 | Accounting | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,444 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,809 | $86,655-2.1% | $119,609-29.1% | $66,914+26.7% |
| Participation rate | 44.4% | 75.6%-31.1pp | 79.3%-34.8pp | 69.8%-25.4pp |
| Annual return | -16.26% | -8.00%-8.3pp | -14.97%-1.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $876 | $2,536-65.5% | $4,232-79.3% | $2,544-65.6% |
| Participant deferral / active EE | $3,139 | $4,358-28.0% | $5,602-44.0% | $4,237-25.9% |
| Admin fee / account holder | $219 | $755-71.0% | $10,323-97.9% | $593-63.2% |