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 15 · EIN 16-1503696 | Recordkeeping | $77,952 |
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 | $92,588 | $132,049-29.9% | $200,582-53.8% | $74,304+24.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 15.07% | 22.22%-7.1pp | 42.33%-27.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $5,083 | $4,558+11.5% | $6,419-20.8% | $2,241+126.8% |
| Participant deferral / active EE | $11,216 | $7,213+55.5% | $9,331+20.2% | $3,767+197.7% |
| Admin fee / account holder | $321 | $2,405-86.7% | $16,305-98.0% | $2,969-89.2% |