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 13 · EIN 42-0127290 | Contract Administrator | $157,055 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $82,946 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,350 | $106,028-51.6% | $146,958-65.1% | $77,643-33.9% |
| Participation rate | 68.9% | 78.4%-9.5pp | 82.2%-13.3pp | 70.6%-1.7pp |
| Annual return | 37.55% | 56.73%-19.2pp | 418.34%-380.8pp | 31.24%+6.3pp |
| Employer contribution / active EE | $2,240 | $4,063-44.9% | $4,933-54.6% | $2,726-17.8% |
| Participant deferral / active EE | $4,813 | $7,990-39.8% | $8,070-40.4% | $4,647+3.6% |
| Admin fee / account holder | $554 | $337+64.2% | $12,998-95.7% | $430+28.8% |