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 9-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 26 · EIN 71-0294708 | Advisory (Participants) | $1,622 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,241 | $64,909-75.0% | $82,313-80.3% | $62,292-73.9% |
| Participation rate | 76.2% | 74.9%+1.3pp | 76.9%-0.7pp | 69.5%+6.6pp |
| Annual return | 12.31% | 21.18%-8.9pp | 25.88%-13.6pp | 28.90%-16.6pp |
| Employer contribution / active EE | $2,090 | $1,676+24.7% | $2,428-13.9% | $2,042+2.4% |
| Participant deferral / active EE | $2,640 | $3,103-14.9% | $3,706-28.8% | $3,169-16.7% |
| Admin fee / account holder | $597 | $440+35.7% | $5,608-89.4% | $479+24.5% |