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 | $37,851 |
ACTIUM LLC6+ years Service code 16 · EIN 59-3835428 | Consulting | $22,119 |
PLANTE & MORAN, PLLC6+ years Service code 10 · EIN 38-1357951 | Accounting | $9,600 |
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 | $215,024 | $69,362+210.0% | $101,248+112.4% | $73,488+192.6% |
| Participation rate | 91.8% | 68.4%+23.4pp | 75.8%+16.0pp | 70.7%+21.1pp |
| Annual return | 20.55% | 18.46%+2.1pp | 46.47%-25.9pp | 28.51%-8.0pp |
| Employer contribution / active EE | $10,830 | $2,628+312.1% | $3,660+195.9% | $2,270+377.1% |
| Participant deferral / active EE | $8,516 | $3,300+158.1% | $4,370+94.9% | $3,740+127.7% |
| Admin fee / account holder | $338 | $704-52.0% | $5,945-94.3% | $513-34.2% |