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 27 · EIN 13-2638166 | Advisory (Plan) | $74,730 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,197 |
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 | $659,799 | $101,317+551.2% | $146,958+349.0% | $74,495+785.7% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+29.9pp |
| Annual return | 18.61% | 8730.91%-8712.3pp | 418.34%-399.7pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $18,350 | $3,810+381.6% | $4,933+272.0% | $2,623+599.6% |
| Participant deferral / active EE | $13,355 | $7,303+82.9% | $8,070+65.5% | $4,346+207.3% |
| Admin fee / account holder | $384 | $1,739-77.9% | $12,998-97.0% | $1,942-80.2% |