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 14 · EIN 04-2647786 | Plan Administrator | $32,472 |
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 | $52,577 | $102,317-48.6% | $146,958-64.2% | $80,856-35.0% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 25.87% | 134.76%-108.9pp | 418.34%-392.5pp | 35.59%-9.7pp |
| Employer contribution / active EE | $7,257 | $3,713+95.4% | $4,933+47.1% | $2,755+163.4% |
| Participant deferral / active EE | $15,050 | $6,644+126.5% | $8,070+86.5% | $4,296+250.4% |
| Admin fee / account holder | $319 | $7,941-96.0% | $12,998-97.5% | $6,918-95.4% |