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 | $50,747 |
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 | $168,831 | $101,317+66.6% | $146,958+14.9% | $74,495+126.6% |
| Participation rate | 95.5% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.3pp |
| Annual return | 15.56% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $4,534 | $3,810+19.0% | $4,933-8.1% | $2,623+72.9% |
| Participant deferral / active EE | $6,490 | $7,303-11.1% | $8,070-19.6% | $4,346+49.3% |
| Admin fee / account holder | $390 | $1,739-77.6% | $12,998-97.0% | $1,942-79.9% |