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 25-1900215 | Contract Administrator | $99,403 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,710 | $91,407+169.9% | $135,903+81.5% | $71,457+245.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 10.95% | 29.90%-18.9pp | 68.23%-57.3pp | 28.85%-17.9pp |
| Employer contribution / active EE | $7,367 | $3,703+98.9% | $4,856+51.7% | $2,588+184.7% |
| Participant deferral / active EE | $9,160 | $7,092+29.2% | $7,758+18.1% | $4,289+113.6% |
| Admin fee / account holder | $585 | $1,266-53.8% | $10,762-94.6% | $1,587-63.2% |