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 5-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 13 · EIN 42-0127290 | Contract Administrator | $134,775 |
Service code 27 · EIN 81-3433658 | Advisory (Plan) | $39,974 |
LAUREL WEALTH ADVISORS3 years Filed as: LAUREL WEALTH ADVISORS, INC. Service code 27 · EIN 45-2299422 | Advisory (Plan) | $14,322 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,042 | $24,733+74.0% | $69,647-38.2% | $74,495-42.2% |
| Participation rate | 97.5% | 63.5%+34.0pp | 66.5%+31.1pp | 67.2%+30.3pp |
| Annual return | 36.65% | 18.55%+18.1pp | 100.48%-63.8pp | 1364.94%-1328.3pp |
| Employer contribution / active EE | $3,503 | $1,001+250.1% | $1,712+104.6% | $2,623+33.6% |
| Participant deferral / active EE | $6,779 | $1,901+256.6% | $2,886+134.9% | $4,346+56.0% |
| Admin fee / account holder | $766 | $1,892-59.5% | $4,713-83.8% | $1,942-60.6% |