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 | $33,272 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $406,293 | $81,625+397.8% | $167,512+142.5% | $74,304+446.8% |
| Participation rate | 100.0% | 60.0%+40.0pp | 77.1%+22.9pp | 60.3%+39.7pp |
| Annual return | 18.69% | 26.09%-7.4pp | 1615.79%-1597.1pp | 29.43%-10.7pp |
| Employer contribution / active EE | $15,256 | $2,010+658.9% | $3,882+293.0% | $2,241+580.7% |
| Participant deferral / active EE | $17,767 | $4,115+331.8% | $6,405+177.4% | $3,767+371.6% |
| Admin fee / account holder | $360 | $3,474-89.6% | $9,769-96.3% | $2,969-87.9% |