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 27 · EIN 04-2675571 | Advisory (Plan) | $32,668 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,361 |
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 | $124,133 | $90,745+36.8% | $130,231-4.7% | $75,163+65.2% |
| Participation rate | 98.9% | 71.1%+27.8pp | 76.3%+22.6pp | 67.2%+31.7pp |
| Annual return | 21.79% | 34.45%-12.7pp | 38.77%-17.0pp | 160.62%-138.8pp |
| Employer contribution / active EE | $4,654 | $3,314+40.5% | $4,126+12.8% | $2,670+74.3% |
| Participant deferral / active EE | $6,494 | $5,362+21.1% | $6,799-4.5% | $4,125+57.4% |
| Admin fee / account holder | $416 | $6,331-93.4% | $6,020-93.1% | $5,651-92.6% |