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 92-2678185 | Advisory (Plan) | $51,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,747 | $101,317+8.3% | $146,958-25.3% | $74,495+47.3% |
| Participation rate | 64.5% | 75.5%-11.0pp | 82.2%-17.6pp | 67.2%-2.7pp |
| Annual return | 16.47% | 8730.91%-8714.4pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,411 | $3,810-63.0% | $4,933-71.4% | $2,623-46.2% |
| Participant deferral / active EE | $6,013 | $7,303-17.7% | $8,070-25.5% | $4,346+38.4% |
| Admin fee / account holder | $421 | $1,739-75.8% | $12,998-96.8% | $1,942-78.3% |