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 6-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 | $4,235 |
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 | $51,911 | $76,050-31.7% | $96,544-46.2% | $71,457-27.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 15.88% | 22.81%-6.9pp | 25.84%-10.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $3,501 | $2,244+56.0% | $2,965+18.1% | $2,588+35.3% |
| Participant deferral / active EE | $3,565 | $4,215-15.4% | $4,851-26.5% | $4,289-16.9% |
| Admin fee / account holder | $352 | $2,707-87.0% | $8,252-95.7% | $1,587-77.8% |