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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 | $426,558 |
NEPC, LLC2 years Service code 28 · EIN 26-1429809 | Investment Management | $64,968 |
Service code 16 · EIN 53-0181291 | Consulting | $23,746 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $162,850 | $45,000+261.9% | $143,757+13.3% | $77,904+109.0% |
| Participation rate | 91.4% | 66.8%+24.6pp | 80.3%+11.1pp | 73.7%+17.7pp |
| Annual return | -19.07% | 29.03%-48.1pp | -0.04%-19.0pp | 12.21%-31.3pp |
| Employer contribution / active EE | $8,820 | $1,870+371.8% | $4,951+78.2% | $2,848+209.7% |
| Participant deferral / active EE | $7,916 | $3,157+150.8% | $5,637+40.4% | $4,806+64.7% |
| Admin fee / account holder | $104 | $98+5.8% | $14,673-99.3% | $133-21.4% |