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 INSURANCE AGENCY LLC · WESTBOROUGH, MA 01581 | Advisory (Plan) | $12,337 |
WHITTLESEY PC4 years Service code 10 280 TRUMBULL ST, 24TH FLOOR · HARTFORD, CT 06103 | Accounting | $8,100 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $4,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,829 | $51,197-12.4% | $82,719-45.8% | $66,914-33.0% |
| Participation rate | 33.3% | 67.8%-34.5pp | 72.6%-39.2pp | 69.8%-36.5pp |
| Annual return | -11.79% | -9.64%-2.2pp | 701.18%-713.0pp | 1.58%-13.4pp |
| Employer contribution / active EE | $303 | $2,611-88.4% | $3,009-89.9% | $2,544-88.1% |
| Participant deferral / active EE | $1,308 | $3,458-62.2% | $4,395-70.2% | $4,237-69.1% |
| Admin fee / account holder | $317 | $416-23.7% | $5,329-94.0% | $593-46.5% |