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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 8-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 | $47,496 |
LILLING & COMPANY LLP1 year Service code 10 · EIN 13-3447681 | Accounting | $10,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,018 | $119,446-46.4% | $150,045-57.3% | $85,563-25.2% |
| Participation rate | 88.5% | 75.4%+13.1pp | 82.3%+6.2pp | 66.0%+22.6pp |
| Annual return | 25.71% | 23.72%+2.0pp | 62.55%-36.8pp | 31.51%-5.8pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $10,941 | $7,985+37.0% | $7,997+36.8% | $4,375+150.1% |
| Admin fee / account holder | $184 | $548-66.4% | $13,435-98.6% | $834-77.9% |