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 37 · EIN 04-2647786 | Loan Processing | $34,891 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,978 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,576 | $50,956+89.5% | $96,5620% | $86,799+11.3% |
| Participation rate | 37.0% | 65.2%-28.2pp | 69.8%-32.8pp | 72.3%-35.3pp |
| Annual return | 9.95% | 21.27%-11.3pp | 37.78%-27.8pp | 97.91%-88.0pp |
| Employer contribution / active EE | $350 | $1,111-68.5% | $2,356-85.2% | $2,405-85.5% |
| Participant deferral / active EE | $2,126 | $2,954-28.0% | $3,849-44.8% | $4,131-48.5% |
| Admin fee / account holder | $449 | $166+170.2% | $6,181-92.7% | $170+164.6% |