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 3-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 | $36,147 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,294 |
Service code 27 · EIN 93-4617010 | Advisory (Plan) | $6,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,544 | $45,031-36.6% | $84,966-66.4% | $77,643-63.2% |
| Participation rate | 42.2% | 48.7%-6.5pp | 67.5%-25.3pp | 70.6%-28.4pp |
| Annual return | 17.55% | 79.22%-61.7pp | 66.38%-48.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $924 | $1,609-42.6% | $2,727-66.1% | $2,726-66.1% |
| Participant deferral / active EE | $2,709 | $2,807-3.5% | $4,519-40.1% | $4,647-41.7% |
| Admin fee / account holder | $251 | $912-72.4% | $6,149-95.9% | $430-41.6% |