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 5-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 01-0233346 | Recordkeeping | $600 |
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 | $44,849 | $79,171-43.4% | $102,423-56.2% | $74,495-39.8% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 16.22% | 54.93%-38.7pp | 29.32%-13.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,890 | $2,362-20.0% | $3,023-37.5% | $2,623-28.0% |
| Participant deferral / active EE | $4,087 | $4,415-7.4% | $5,053-19.1% | $4,346-6.0% |
| Admin fee / account holder | $433 | $2,001-78.4% | $9,451-95.4% | $1,942-77.7% |