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 |
|---|---|---|
JOSHUA LAUREN & CO., INC.4+ years Service code 51 · EIN 22-2848003 | Investment Mgmt Fees | $48,551 |
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 | $44,845 | $58,083-22.8% | $80,019-44.0% | $56,287-20.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -5.39% | 34.61%-40.0pp | 11.22%-16.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,507 | $1,932-22.0% | $2,468-38.9% | $2,111-28.6% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $319 | $623-48.8% | $6,521-95.1% | $521-38.8% |