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 13 · EIN 42-0127290 | Contract Administrator | $51,241 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $23,697 |
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 | $83,059 | $86,944-4.5% | $107,525-22.8% | $74,304+11.8% |
| Participation rate | 75.8% | 59.6%+16.2pp | 75.1%+0.7pp | 60.3%+15.4pp |
| Annual return | 16.32% | 23.52%-7.2pp | 181.32%-165.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,506 | $2,757-45.4% | $3,754-59.9% | $2,241-32.8% |
| Participant deferral / active EE | $4,553 | $3,554+28.1% | $5,116-11.0% | $3,767+20.8% |
| Admin fee / account holder | $309 | $3,727-91.7% | $8,919-96.5% | $2,969-89.6% |