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 7-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 15 · EIN 01-0233346 | Recordkeeping | $1,006 |
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 | $59,601 | $70,428-15.4% | $96,562-38.3% | $85,850-30.6% |
| Participation rate | 83.3% | 61.8%+21.5pp | 69.8%+13.5pp | 69.3%+14.0pp |
| Annual return | 13.42% | 18.59%-5.2pp | 37.78%-24.4pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,266 | $1,413-10.4% | $2,356-46.3% | $2,565-50.6% |
| Participant deferral / active EE | $5,038 | $2,894+74.1% | $3,849+30.9% | $3,952+27.5% |
| Admin fee / account holder | $435 | $4,997-91.3% | $6,181-93.0% | $6,260-93.1% |