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 | $27,377 |
Service code 27 · EIN 82-0560956 | Advisory (Plan) | $23,126 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,990 | $45,602+14.0% | $117,472-55.7% | $66,914-22.3% |
| Participation rate | 89.6% | 57.6%+32.0pp | 70.6%+19.0pp | 69.8%+19.8pp |
| Annual return | -18.46% | -16.74%-1.7pp | 29.74%-48.2pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,258 | $1,579+43.0% | $4,176-45.9% | $2,544-11.2% |
| Participant deferral / active EE | $5,239 | $2,845+84.1% | $4,070+28.7% | $4,237+23.6% |
| Admin fee / account holder | $314 | $661-52.5% | $5,645-94.4% | $593-47.1% |