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 | $50,235 |
EMBREE FINANCIAL GROUP5 years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $31,900 |
Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 13 · EIN 13-4271932 | Contract Administrator | $7,248 |
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 | $115,383 | $84,556+36.5% | $116,228-0.7% | $74,304+55.3% |
| Participation rate | 70.2% | 66.0%+4.1pp | 74.6%-4.4pp | 60.3%+9.8pp |
| Annual return | 15.82% | 18.35%-2.5pp | 90.06%-74.2pp | 29.43%-13.6pp |
| Employer contribution / active EE | $2,552 | $2,168+17.7% | $2,994-14.8% | $2,241+13.8% |
| Participant deferral / active EE | $5,541 | $3,814+45.3% | $4,953+11.9% | $3,767+47.1% |
| Admin fee / account holder | $522 | $3,792-86.2% | $11,989-95.6% | $2,969-82.4% |