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 17 · EIN 13-5674085 | Pension Consulting | $72,251 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,399 | $79,013+124.5% | $100,391+76.7% | $74,495+138.1% |
| Participation rate | 76.1% | 79.5%-3.4pp | 81.5%-5.4pp | 67.2%+8.9pp |
| Annual return | 16.85% | 20.41%-3.6pp | 49.20%-32.4pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,675 | $3,021-11.4% | $3,942-32.1% | $2,623+2.0% |
| Participant deferral / active EE | $7,160 | $7,760-7.7% | $8,082-11.4% | $4,346+64.7% |
| Admin fee / account holder | $609 | $1,320-53.9% | $7,899-92.3% | $1,942-68.6% |