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 13 · EIN 42-0127290 | Contract Administrator | $60,693 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $46,194 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,248 | $91,407+42.5% | $135,903-4.2% | $71,457+82.3% |
| Participation rate | 98.4% | 75.7%+22.7pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 14.29% | 29.90%-15.6pp | 68.23%-53.9pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,774 | $3,703-52.1% | $4,856-63.5% | $2,588-31.4% |
| Participant deferral / active EE | $8,994 | $7,092+26.8% | $7,758+15.9% | $4,289+109.7% |
| Admin fee / account holder | $352 | $1,266-72.2% | $10,762-96.7% | $1,587-77.8% |