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 8-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 64 · EIN 71-0294708 | Recordkeeping Fees | $27,274 |
HAWKINS ASH CPAS1 year Service code 10 · EIN 39-0912608 | Accounting | $12,500 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 99 · EIN 41-0944586 | Other Fees | $7,032 |
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 | $52,725 | $138,347-61.9% | $184,203-71.4% | $80,856-34.8% |
| Participation rate | 91.8% | 83.9%+8.0pp | 86.8%+5.0pp | 67.6%+24.2pp |
| Annual return | 15.46% | 20.02%-4.6pp | 28.81%-13.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,671 | $4,850-44.9% | $6,427-58.4% | $2,755-3.0% |
| Participant deferral / active EE | $5,844 | $7,071-17.4% | $9,131-36.0% | $4,296+36.0% |
| Admin fee / account holder | $349 | $10,483-96.7% | $13,901-97.5% | $6,918-95.0% |