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 13 · EIN 42-0127290 | Contract Administrator | $93,821 |
JNBA FINANCIAL ADVISORS8 years Service code 27 · EIN 41-1389326 | Advisory (Plan) | $33,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,166 | $129,021-23.1% | $184,203-46.2% | $77,643+27.7% |
| Participation rate | 65.5% | 87.3%-21.9pp | 86.8%-21.4pp | 70.6%-5.1pp |
| Annual return | 10.78% | 33.27%-22.5pp | 28.81%-18.0pp | 31.24%-20.5pp |
| Employer contribution / active EE | $2,914 | $4,413-34.0% | $6,427-54.7% | $2,726+6.9% |
| Participant deferral / active EE | $4,655 | $7,297-36.2% | $9,131-49.0% | $4,647+0.2% |
| Admin fee / account holder | $555 | $254+118.7% | $13,901-96.0% | $430+29.0% |