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.
| Provider | Service type | Compensation |
|---|---|---|
ANTHEM FINANCIAL SERVICES1+ years Service code 27 · EIN 27-2998861 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,837 |
MSPC1+ years Filed as: MSPC, CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $10,000 |
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 | $77,321 | $54,517+41.8% | $75,972+1.8% | $74,495+3.8% |
| Participation rate | 88.8% | 60.3%+28.5pp | 69.1%+19.8pp | 67.2%+21.6pp |
| Annual return | 14.02% | 31.82%-17.8pp | 359.55%-345.5pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,807 | $1,777+1.7% | $2,685-32.7% | $2,623-31.1% |
| Participant deferral / active EE | $8,299 | $3,066+170.7% | $4,255+95.0% | $4,346+91.0% |
| Admin fee / account holder | $311 | $2,229-86.0% | $6,467-95.2% | $1,942-84.0% |