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 43-1451524 | Advisory (Plan) | $41,047 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,796 |
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 | $137,126 | $100,923+35.9% | $150,045-8.6% | $74,304+84.5% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.3%+14.2pp | 60.3%+36.2pp |
| Annual return | 19.36% | 51.77%-32.4pp | 62.55%-43.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $5,264 | $3,463+52.0% | $4,693+12.2% | $2,241+134.9% |
| Participant deferral / active EE | $13,908 | $6,709+107.3% | $7,997+73.9% | $3,767+269.2% |
| Admin fee / account holder | $522 | $2,767-81.1% | $13,435-96.1% | $2,969-82.4% |