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 15 · EIN 01-0233346 | Recordkeeping | $2,393 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,167 | $49,451-26.9% | $79,550-54.5% | $66,914-46.0% |
| Participation rate | 92.9% | 61.3%+31.5pp | 69.5%+23.4pp | 69.8%+23.1pp |
| Annual return | -16.46% | 84.25%-100.7pp | 0.16%-16.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,426 | $1,266+12.7% | $2,413-40.9% | $2,544-43.9% |
| Participant deferral / active EE | $5,465 | $3,159+73.0% | $3,985+37.1% | $4,237+29.0% |
| Admin fee / account holder | $353 | $595-40.6% | $6,832-94.8% | $593-40.5% |