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 | $59,180 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,995 |
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 | $160,500 | $69,477+131.0% | $94,646+69.6% | $71,457+124.6% |
| Participation rate | 74.7% | 78.4%-3.8pp | 80.8%-6.2pp | 67.9%+6.7pp |
| Annual return | 17.85% | 29.66%-11.8pp | 156.71%-138.9pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,557 | $2,853-10.4% | $3,672-30.4% | $2,588-1.2% |
| Participant deferral / active EE | $6,542 | $7,345-10.9% | $7,418-11.8% | $4,289+52.5% |
| Admin fee / account holder | $527 | $1,210-56.5% | $7,231-92.7% | $1,587-66.8% |