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 | $2,107 |
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 | $49,483 | $104,475-52.6% | $159,436-69.0% | $79,386-37.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 18.15% | 67.95%-49.8pp | 263.57%-245.4pp | 116.85%-98.7pp |
| Employer contribution / active EE | $2,772 | $3,417-18.9% | $4,829-42.6% | $2,427+14.2% |
| Participant deferral / active EE | $5,173 | $6,467-20.0% | $7,352-29.6% | $4,046+27.9% |
| Admin fee / account holder | $321 | $711-54.8% | $10,799-97.0% | $626-48.7% |