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 17 · EIN 13-5674085 | Pension Consulting | $35,114 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,505 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,549 | $88,634-11.4% | $101,326-22.5% | $74,304+5.7% |
| Participation rate | 72.9% | 76.9%-3.9pp | 81.5%-8.6pp | 60.3%+12.6pp |
| Annual return | 14.41% | 33.10%-18.7pp | 36.82%-22.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $3,327 | $2,930+13.5% | $3,665-9.2% | $2,241+48.4% |
| Participant deferral / active EE | $4,621 | $7,322-36.9% | $7,994-42.2% | $3,767+22.7% |
| Admin fee / account holder | $323 | $2,425-86.7% | $11,185-97.1% | $2,969-89.1% |