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 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 27 · EIN 91-2106031 | Advisory (Plan) | $79,635 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,632 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $243,377 | $142,424+70.9% | $100,534+142.1% | $74,304+227.5% |
| Participation rate | 84.4% | 79.6%+4.8pp | 80.6%+3.8pp | 60.3%+24.0pp |
| Annual return | 16.86% | 27.53%-10.7pp | 32.66%-15.8pp | 29.43%-12.6pp |
| Employer contribution / active EE | $6,518 | $5,555+17.3% | $4,346+50.0% | $2,241+190.8% |
| Participant deferral / active EE | $13,684 | $8,247+65.9% | $6,144+122.7% | $3,767+263.2% |
| Admin fee / account holder | $658 | $1,986-66.8% | $7,654-91.4% | $2,969-77.8% |