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 27 · EIN 42-1445429 | Advisory (Plan) | $47,736 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $27,054 |
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 | $108,246 | $130,194-16.9% | $169,993-36.3% | $71,457+51.5% |
| Participation rate | 96.2% | 86.1%+10.0pp | 87.0%+9.2pp | 67.9%+28.3pp |
| Annual return | 15.79% | 20.37%-4.6pp | 53.37%-37.6pp | 28.85%-13.1pp |
| Employer contribution / active EE | $4,231 | $4,381-3.4% | $6,785-37.6% | $2,588+63.5% |
| Participant deferral / active EE | $6,565 | $6,923-5.2% | $10,408-36.9% | $4,289+53.1% |
| Admin fee / account holder | $400 | $966-58.6% | $12,815-96.9% | $1,587-74.8% |