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 | $123,697 |
401K ADVISORS INC8+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,500 |
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 | $74,506 | $136,266-45.3% | $90,749-17.9% | $77,904-4.4% |
| Participation rate | 88.1% | 86.6%+1.5pp | 75.7%+12.4pp | 73.7%+14.4pp |
| Annual return | -16.23% | -11.32%-4.9pp | -12.16%-4.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $3,849 | $4,215-8.7% | $2,921+31.8% | $2,848+35.2% |
| Participant deferral / active EE | $5,076 | $6,353-20.1% | $4,564+11.2% | $4,806+5.6% |
| Admin fee / account holder | $117 | $399-70.7% | $8,445-98.6% | $133-12.0% |