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 26 · EIN 47-1411118 | Advisory (Participants) | $21,311 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,185 | $87,870+31.1% | $113,168+1.8% | $74,304+55.0% |
| Participation rate | 55.8% | 70.7%-15.0pp | 76.6%-20.8pp | 60.3%-4.6pp |
| Annual return | 20.01% | 26.44%-6.4pp | 24.27%-4.3pp | 29.43%-9.4pp |
| Employer contribution / active EE | $1,874 | $2,277-17.7% | $2,975-37.0% | $2,241-16.4% |
| Participant deferral / active EE | $3,678 | $4,241-13.3% | $5,107-28.0% | $3,767-2.4% |
| Admin fee / account holder | $358 | $3,368-89.4% | $12,068-97.0% | $2,969-87.9% |