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 47-2717610 | Advisory (Plan) | $60,388 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,574 |
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 | $24,747 | $37,317-33.7% | $77,024-67.9% | $77,904-68.2% |
| Participation rate | 47.5% | 46.9%+0.6pp | 67.9%-20.4pp | 73.7%-26.2pp |
| Annual return | -15.96% | -5.88%-10.1pp | 42.32%-58.3pp | 12.21%-28.2pp |
| Employer contribution / active EE | $789 | $1,218-35.3% | $2,812-72.0% | $2,848-72.3% |
| Participant deferral / active EE | $2,608 | $2,564+1.7% | $4,426-41.1% | $4,806-45.7% |
| Admin fee / account holder | $84 | $126-33.4% | $5,425-98.5% | $133-36.8% |