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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.
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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 | $109,459 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,488 | $101,317+164.0% | $146,958+82.0% | $74,495+259.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 11.16% | 8730.91%-8719.8pp | 418.34%-407.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $7,679 | $3,810+101.5% | $4,933+55.7% | $2,623+192.8% |
| Participant deferral / active EE | $10,281 | $7,303+40.8% | $8,070+27.4% | $4,346+136.6% |
| Admin fee / account holder | $612 | $1,739-64.8% | $12,998-95.3% | $1,942-68.5% |