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 3-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 27 · EIN 43-1451524 | Advisory (Plan) | $31,456 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,073 |
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 | $228,230 | $138,347+65.0% | $184,203+23.9% | $80,856+182.3% |
| Participation rate | 92.7% | 83.9%+8.8pp | 86.8%+5.9pp | 67.6%+25.1pp |
| Annual return | 20.54% | 20.02%+0.5pp | 28.81%-8.3pp | 35.59%-15.1pp |
| Employer contribution / active EE | $3,086 | $4,850-36.4% | $6,427-52.0% | $2,755+12.0% |
| Participant deferral / active EE | $16,262 | $7,071+130.0% | $9,131+78.1% | $4,296+278.6% |
| Admin fee / account holder | $434 | $10,483-95.9% | $13,901-96.9% | $6,918-93.7% |