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 |
|---|---|---|
US BANK1 year Filed as: US BANCORP ADVISORS LLC Service code 55 | Other Commissions | $20,776 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $7,863 |
NESA PLAN CONSULTANTS3 years Service code 16 · EIN 99-3296226 | Consulting | $7,580 |
Service code 10 · EIN 94-4659692 | Accounting | $5,794 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 | Finders' fees / placement fees | $0 |
US BANK2 years Filed as: US BANCORP ADVISORS, LLC Service code 55 ATTN PILAR LEMA · GLENDALE, CA 91203 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,805 | $79,171-44.7% | $102,423-57.2% | $74,495-41.2% |
| Participation rate | 54.9% | 74.8%-19.9pp | 76.5%-21.6pp | 67.2%-12.3pp |
| Annual return | 10.07% | 54.93%-44.9pp | 29.32%-19.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $543 | $2,362-77.0% | $3,023-82.0% | $2,623-79.3% |
| Participant deferral / active EE | $3,144 | $4,415-28.8% | $5,053-37.8% | $4,346-27.7% |
| Admin fee / account holder | $191 | $2,001-90.4% | $9,451-98.0% | $1,942-90.1% |