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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.
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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 35-1140070 | Contract Administrator | $51,620 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,849 | $215,321-75.5% | $143,757-63.2% | - |
| Participation rate | 87.9% | 60.1%+27.8pp | 80.3%+7.6pp | - |
| Annual return | -17.33% | -15.45%-1.9pp | -0.04%-17.3pp | - |
| Employer contribution / active EE | $1,447 | $1,875-22.8% | $4,951-70.8% | - |
| Participant deferral / active EE | $5,019 | $2,485+102.0% | $5,637-11.0% | - |
| Admin fee / account holder | $478 | $36,394-98.7% | $14,673-96.7% | - |