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 26 · EIN 71-0294708 | Advisory (Participants) | $32,897 |
Service code 99 · EIN 23-2748550 | Other Fees | $25,000 |
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 | $163,578 | $164,447-0.5% | $100,516+62.7% | - |
| Participation rate | 97.0% | 80.0%+16.9pp | 79.4%+17.6pp | - |
| Annual return | 15.63% | 24.40%-8.8pp | 30.89%-15.3pp | - |
| Employer contribution / active EE | $3,077 | $2,075+48.3% | $3,418-10.0% | - |
| Participant deferral / active EE | $6,420 | $7,296-12.0% | $6,270+2.4% | - |
| Admin fee / account holder | $312 | $1,510-79.4% | $8,081-96.1% | - |