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 | $66,065 |
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 | $96,904 | $79,171+22.4% | $102,423-5.4% | $74,495+30.1% |
| Participation rate | 97.7% | 74.8%+22.9pp | 76.5%+21.2pp | 67.2%+30.5pp |
| Annual return | 17.57% | 54.93%-37.4pp | 29.32%-11.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $1,570 | $2,362-33.5% | $3,023-48.1% | $2,623-40.1% |
| Participant deferral / active EE | $8,119 | $4,415+83.9% | $5,053+60.7% | $4,346+86.8% |
| Admin fee / account holder | $396 | $2,001-80.2% | $9,451-95.8% | $1,942-79.6% |