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 | $73,236 |
Service code 49 · EIN 74-2794194 | Other Services | $42,464 |
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 | $138,260 | $96,484+43.3% | $156,263-11.5% | $74,304+86.1% |
| Participation rate | 94.7% | 67.7%+27.0pp | 78.9%+15.8pp | 60.3%+34.3pp |
| Annual return | 20.84% | 17.73%+3.1pp | 59.47%-38.6pp | 29.43%-8.6pp |
| Employer contribution / active EE | $3,372 | $2,528+33.4% | $4,333-22.2% | $2,241+50.5% |
| Participant deferral / active EE | $9,896 | $4,286+130.9% | $6,158+60.7% | $3,767+162.7% |
| Admin fee / account holder | $492 | $3,728-86.8% | $14,255-96.6% | $2,969-83.4% |