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 | $21,316 |
Filed as: HUMAN INVESTING Service code 26 · EIN 74-3130983 | Advisory (Participants) | $19,532 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,564 | $80,753+56.7% | $136,294-7.1% | $62,292+103.2% |
| Participation rate | 98.0% | 73.5%+24.5pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 19.10% | 35.83%-16.7pp | 5155.94%-5136.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $11,199 | $2,884+288.4% | $4,695+138.5% | $2,042+448.4% |
| Participant deferral / active EE | $8,769 | $5,164+69.8% | $6,247+40.4% | $3,169+176.7% |
| Admin fee / account holder | $312 | $525-40.7% | $9,243-96.6% | $479-35.0% |