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 | $260 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,685 | $68,719+21.8% | $91,541-8.6% | $84,808-1.3% |
| Participation rate | 88.3% | 64.5%+23.8pp | 69.8%+18.5pp | 68.3%+20.0pp |
| Annual return | 13.04% | 19.12%-6.1pp | 20.50%-7.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,537 | $1,920+32.1% | $2,505+1.3% | $2,631-3.6% |
| Participant deferral / active EE | $5,266 | $3,136+67.9% | $4,008+31.4% | $4,212+25.0% |
| Admin fee / account holder | $498 | $5,786-91.4% | $6,956-92.8% | $7,344-93.2% |