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 | $29,734 |
JAYKAY WEALTH ADVISORS INC2 years Service code 27 · EIN 56-2424170 | Advisory (Plan) | $19,802 |
HILLIARD & ASSOCIATES1 year Filed as: HILLIARD & ASSOCIATES, P.C. Service code 10 · EIN 76-0411322 | Accounting | $18,000 |
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 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 | $52,491 | $78,419-33.1% | $133,956-60.8% | $73,409-28.5% |
| Participation rate | 69.3% | 78.6%-9.3pp | 79.8%-10.6pp | 72.2%-2.9pp |
| Annual return | 18.97% | 33.35%-14.4pp | 45.09%-26.1pp | 59.29%-40.3pp |
| Employer contribution / active EE | $937 | $2,044-54.1% | $3,919-76.1% | $2,234-58.0% |
| Participant deferral / active EE | $2,942 | $3,925-25.0% | $5,048-41.7% | $3,805-22.7% |
| Admin fee / account holder | $177 | $161+9.9% | $8,927-98.0% | $158+12.3% |