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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 |
|---|---|---|
Filed as: TWO WEST ADVISORS DBA GOAL PATH Service code 99 · EIN 27-3055170 | Other Fees | $6,581 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 49 · EIN 56-0614254 535 KEISLER DR SUITE 102 · CARY, NC 27518 | Other Services | $0 |
Filed as: RETIREMENT PLAN SERVICES, INC Service code 49 535 KEISLER DR · CARY, NC 27518 | Other Services | $0 |
SANCTUARY ADVISORS, LLC2 years Service code 99 · EIN 47-3162022 | Other Fees | $0 |
Service code 27 · EIN 71-0294708 P O BOX 990067 · HARTFORD, CT 06199 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,141 | $96,484-22.1% | $156,263-51.9% | $74,304+1.1% |
| Participation rate | 91.5% | 67.7%+23.8pp | 78.9%+12.6pp | 60.3%+31.1pp |
| Annual return | 22.69% | 17.73%+5.0pp | 59.47%-36.8pp | 29.43%-6.7pp |
| Employer contribution / active EE | $4,534 | $2,528+79.3% | $4,333+4.6% | $2,241+102.3% |
| Participant deferral / active EE | $5,602 | $4,286+30.7% | $6,158-9.0% | $3,767+48.7% |
| Admin fee / account holder | $330 | $3,728-91.2% | $14,255-97.7% | $2,969-88.9% |