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 | $74,146 |
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 | $102,848 | $88,083+16.8% | $164,813-37.6% | $74,495+38.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 16.51% | 17.26%-0.8pp | 69.93%-53.4pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,588 | $2,593-38.8% | $4,341-63.4% | $2,623-39.5% |
| Participant deferral / active EE | $7,167 | $4,498+59.3% | $6,031+18.8% | $4,346+64.9% |
| Admin fee / account holder | $463 | $2,234-79.3% | $12,690-96.3% | $1,942-76.1% |