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 64 · EIN 71-0294708 | Recordkeeping Fees | $71,445 |
Service code 99 · EIN 33-0818667 | Other Fees | $38,305 |
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 | $117,549 | $122,239-3.8% | $184,203-36.2% | $74,495+57.8% |
| Participation rate | 98.6% | 85.5%+13.2pp | 86.8%+11.8pp | 67.2%+31.4pp |
| Annual return | 17.92% | 19.95%-2.0pp | 28.81%-10.9pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $4,070 | $4,537-10.3% | $6,427-36.7% | $2,623+55.2% |
| Participant deferral / active EE | $6,509 | $7,139-8.8% | $9,131-28.7% | $4,346+49.8% |
| Admin fee / account holder | $347 | $1,260-72.5% | $13,901-97.5% | $1,942-82.1% |