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 | $85,255 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $27,500 |
BPM LLP1 year Filed as: BURR PILGER MAYER, INC. Service code 10 · EIN 81-4234542 | Accounting | $10,432 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,354 | $120,450-35.8% | $159,436-51.5% | $93,030-16.9% |
| Participation rate | 85.6% | 78.0%+7.6pp | 82.8%+2.7pp | 73.9%+11.7pp |
| Annual return | 27.64% | 27.11%+0.5pp | 263.57%-235.9pp | 158.70%-131.1pp |
| Employer contribution / active EE | $3,481 | $3,526-1.2% | $4,829-27.9% | $2,706+28.7% |
| Participant deferral / active EE | $14,712 | $7,283+102.0% | $7,352+100.1% | $4,562+222.5% |
| Admin fee / account holder | $67 | $137-51.1% | $10,799-99.4% | $152-56.0% |