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 13 · EIN 42-0127290 | Contract Administrator | $52,071 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,128 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,763 | $122,239-71.6% | $184,203-81.1% | $74,495-53.3% |
| Participation rate | 71.4% | 85.5%-14.0pp | 86.8%-15.4pp | 67.2%+4.2pp |
| Annual return | 14.78% | 19.95%-5.2pp | 28.81%-14.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,848 | $4,537-59.3% | $6,427-71.2% | $2,623-29.6% |
| Participant deferral / active EE | $2,543 | $7,139-64.4% | $9,131-72.2% | $4,346-41.5% |
| Admin fee / account holder | $316 | $1,260-74.9% | $13,901-97.7% | $1,942-83.7% |