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 30-0219031 | Recordkeeping | $71,511 |
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 | $72,895 | $96,484-24.4% | $156,263-53.4% | $74,304-1.9% |
| Participation rate | 96.9% | 67.7%+29.3pp | 78.9%+18.0pp | 60.3%+36.6pp |
| Annual return | 14.28% | 17.73%-3.4pp | 59.47%-45.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,798 | $2,528+10.7% | $4,333-35.4% | $2,241+24.9% |
| Participant deferral / active EE | $3,494 | $4,286-18.5% | $6,158-43.3% | $3,767-7.3% |
| Admin fee / account holder | $358 | $3,728-90.4% | $14,255-97.5% | $2,969-88.0% |