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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.
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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 27-3463733 | Advisory (Plan) | $41,955 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,532 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,132 | $72,607-13.0% | $90,749-30.4% | $66,914-5.7% |
| Participation rate | 89.0% | 73.7%+15.3pp | 75.7%+13.3pp | 69.8%+19.2pp |
| Annual return | -17.83% | -12.28%-5.5pp | -12.16%-5.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $456 | $2,369-80.8% | $2,921-84.4% | $2,544-82.1% |
| Participant deferral / active EE | $3,934 | $3,977-1.1% | $4,564-13.8% | $4,237-7.2% |
| Admin fee / account holder | $347 | $707-50.9% | $8,445-95.9% | $593-41.5% |