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 | $19,370 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $10,505 |
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 | $49,522 | $77,503-36.1% | $100,391-50.7% | $80,856-38.8% |
| Participation rate | 80.6% | 76.9%+3.6pp | 81.5%-0.9pp | 67.6%+12.9pp |
| Annual return | 12.68% | 37.20%-24.5pp | 49.20%-36.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,729 | $2,801-38.3% | $3,942-56.1% | $2,755-37.2% |
| Participant deferral / active EE | $6,939 | $6,820+1.7% | $8,082-14.1% | $4,296+61.5% |
| Admin fee / account holder | $338 | $5,897-94.3% | $7,899-95.7% | $6,918-95.1% |