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 | $43,831 |
FIDUCIARY EXPERTS LLC7 years Service code 27 · EIN 26-1851437 | Advisory (Plan) | $38,700 |
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 | $67,054 | $106,028-36.8% | $146,958-54.4% | $77,643-13.6% |
| Participation rate | 95.5% | 78.4%+17.1pp | 82.2%+13.4pp | 70.6%+24.9pp |
| Annual return | 16.79% | 56.73%-39.9pp | 418.34%-401.6pp | 31.24%-14.5pp |
| Employer contribution / active EE | $2,480 | $4,063-39.0% | $4,933-49.7% | $2,726-9.0% |
| Participant deferral / active EE | $9,365 | $7,990+17.2% | $8,070+16.1% | $4,647+101.5% |
| Admin fee / account holder | $124 | $337-63.1% | $12,998-99.0% | $430-71.1% |