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 9-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 22-3623353 | Advisory (Plan) | $44,375 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,314 |
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 | $98,779 | $86,655+14.0% | $119,609-17.4% | $66,914+47.6% |
| Participation rate | 99.2% | 75.6%+23.6pp | 79.3%+19.9pp | 69.8%+29.4pp |
| Annual return | -14.64% | -8.00%-6.6pp | -14.97%+0.3pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,143 | $2,536+23.9% | $4,232-25.7% | $2,544+23.5% |
| Participant deferral / active EE | $12,369 | $4,358+183.8% | $5,602+120.8% | $4,237+191.9% |
| Admin fee / account holder | $433 | $755-42.6% | $10,323-95.8% | $593-27.0% |