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 | $30,801 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,662 | $77,899-45.2% | $149,673-71.5% | $75,163-43.2% |
| Participation rate | 72.9% | 65.6%+7.3pp | 78.8%-5.8pp | 67.2%+5.7pp |
| Annual return | 17.31% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,143 | $3,137-63.6% | $4,818-76.3% | $2,670-57.2% |
| Participant deferral / active EE | $3,632 | $3,411+6.5% | $5,680-36.1% | $4,125-12.0% |
| Admin fee / account holder | $324 | $5,956-94.6% | $13,210-97.5% | $5,651-94.3% |