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 | $41,523 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,227 | $91,407+55.6% | $135,903+4.7% | $71,457+99.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.96% | 29.90%-13.9pp | 68.23%-52.3pp | 28.85%-12.9pp |
| Employer contribution / active EE | $8,711 | $3,703+135.2% | $4,856+79.4% | $2,588+236.7% |
| Participant deferral / active EE | $6,427 | $7,092-9.4% | $7,758-17.2% | $4,289+49.9% |
| Admin fee / account holder | $308 | $1,266-75.7% | $10,762-97.1% | $1,587-80.6% |