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 37 · EIN 04-2647786 | Loan Processing | $37,157 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,469 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $7,625 |
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 | $213,325 | $78,485+171.8% | $106,213+100.8% | $74,495+186.4% |
| Participation rate | 86.5% | 72.8%+13.6pp | 75.3%+11.2pp | 67.2%+19.3pp |
| Annual return | 14.55% | 15.95%-1.4pp | 116.14%-101.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,199 | $2,523-12.8% | $3,171-30.7% | $2,623-16.2% |
| Participant deferral / active EE | $8,423 | $4,322+94.9% | $5,016+67.9% | $4,346+93.8% |
| Admin fee / account holder | $306 | $2,232-86.3% | $11,033-97.2% | $1,942-84.2% |