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 60 · EIN 04-2647786 | Sub-TA Fees | $29,249 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,550 |
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 | $166,944 | $59,107+182.4% | $86,436+93.1% | $68,494+143.7% |
| Participation rate | 83.8% | 75.2%+8.6pp | 80.3%+3.5pp | 67.9%+15.9pp |
| Annual return | -5.29% | -0.23%-5.1pp | 4394.89%-4400.2pp | -7.84%+2.6pp |
| Employer contribution / active EE | $682 | $2,519-72.9% | $3,769-81.9% | $2,596-73.7% |
| Participant deferral / active EE | $5,779 | $5,901-2.1% | $6,952-16.9% | $4,027+43.5% |
| Admin fee / account holder | $587 | $5,637-89.6% | $6,731-91.3% | $5,403-89.1% |