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 9-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 | $23,550 |
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $19,908 |
Filed as: HARDING, SHYMANSKI & COMPANY PSC Service code 10 · EIN 35-1346211 | Accounting | $9,100 |
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 | $49,592 | $65,435-24.2% | $86,677-42.8% | $66,914-25.9% |
| Participation rate | 89.3% | 75.5%+13.8pp | 76.6%+12.7pp | 69.8%+19.5pp |
| Annual return | -8.44% | -10.89%+2.4pp | 35.91%-44.3pp | 1.58%-10.0pp |
| Employer contribution / active EE | $1,150 | $2,153-46.6% | $2,836-59.5% | $2,544-54.8% |
| Participant deferral / active EE | $3,588 | $4,100-12.5% | $4,656-22.9% | $4,237-15.3% |
| Admin fee / account holder | $427 | $642-33.4% | $7,493-94.3% | $593-28.0% |