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 01-0233346 | Recordkeeping | $1,512 |
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 | $70,090 | $55,415+26.5% | $155,509-54.9% | $74,495-5.9% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 13.56% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $5,129 | $2,267+126.2% | $4,672+9.8% | $2,623+95.5% |
| Participant deferral / active EE | $2,910 | $2,836+2.6% | $5,626-48.3% | $4,346-33.0% |
| Admin fee / account holder | $446 | $1,738-74.3% | $15,912-97.2% | $1,942-77.0% |