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 06-1050034 | Contract Administrator | $216,867 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,524 |
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 | $173,100 | $46,292+273.9% | $143,757+20.4% | $64,808+167.1% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -12.39% | -10.05%-2.3pp | -0.04%-12.4pp | 32.82%-45.2pp |
| Employer contribution / active EE | $9,017 | $1,910+372.2% | $4,951+82.1% | $2,506+259.8% |
| Participant deferral / active EE | $5,769 | $2,646+118.0% | $5,637+2.3% | $4,310+33.8% |
| Admin fee / account holder | $491 | $154+219.4% | $14,673-96.7% | $188+161.5% |