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 | $50,041 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $32,550 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,000 |
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 | $42,514 | $65,908-35.5% | $81,812-48.0% | $77,643-45.2% |
| Participation rate | 89.7% | 65.8%+23.9pp | 72.3%+17.3pp | 70.6%+19.1pp |
| Annual return | 14.50% | 26.64%-12.1pp | 773.79%-759.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $674 | $2,370-71.6% | $2,912-76.9% | $2,726-75.3% |
| Participant deferral / active EE | $4,209 | $3,505+20.1% | $4,319-2.5% | $4,647-9.4% |
| Admin fee / account holder | $182 | $526-65.5% | $7,386-97.5% | $430-57.7% |