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 37 · EIN 04-2647786 | Loan Processing | $1,254,003 |
NEPC, LLC3 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $177,560 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $172,232 |
LUTZ & COMPANY, PC3 years Service code 10 · EIN 47-0625816 | Accounting | $53,500 |
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 | $99,123 | $63,356+56.5% | $103,333-4.1% | $106,382-6.8% |
| Participation rate | 88.4% | 84.3%+4.1pp | 74.5%+13.9pp | 69.9%+18.5pp |
| Annual return | 14.76% | 14.77%0pp | 24.88%-10.1pp | 17.37%-2.6pp |
| Employer contribution / active EE | $4,418 | $4,310+2.5% | $3,868+14.2% | $3,364+31.4% |
| Participant deferral / active EE | $7,390 | $3,479+112.4% | $5,057+46.1% | $5,569+32.7% |
| Admin fee / account holder | $57 | $110-48.6% | $8,355-99.3% | $79-28.5% |