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) | $49,776 |
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 | $166,333 | $59,107+181.4% | $86,436+92.4% | $68,494+142.8% |
| Participation rate | 91.2% | 75.2%+16.0pp | 80.3%+10.9pp | 67.9%+23.3pp |
| Annual return | -17.52% | -0.23%-17.3pp | 4394.89%-4412.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,854 | $2,519+53.0% | $3,769+2.3% | $2,596+48.5% |
| Participant deferral / active EE | $7,606 | $5,901+28.9% | $6,952+9.4% | $4,027+88.9% |
| Admin fee / account holder | $434 | $5,637-92.3% | $6,731-93.5% | $5,403-92.0% |