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 27 · EIN 35-2552359 | Advisory (Plan) | $140,037 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,750 |
Form 5500 reported that benefits due were not provided when due.
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 | $146,335 | $111,491+31.3% | $189,513-22.8% | $86,799+68.6% |
| Participation rate | 86.2% | 87.3%-1.1pp | 87.8%-1.6pp | 72.3%+14.0pp |
| Annual return | 17.41% | 83.50%-66.1pp | 555.15%-537.7pp | 97.91%-80.5pp |
| Employer contribution / active EE | $5,310 | $3,951+34.4% | $6,162-13.8% | $2,405+120.7% |
| Participant deferral / active EE | $9,680 | $6,437+50.4% | $8,221+17.7% | $4,131+134.3% |
| Admin fee / account holder | $184 | $189-2.3% | $12,045-98.5% | $170+8.8% |