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 42-0127290 | Contract Administrator | $45,743 |
Filed as: MACROVIEW INVESTMENT MANAGEMENT LLC Service code 27 · EIN 26-4133685 | Advisory (Plan) | $15,991 |
RYAN & MANN LLC1 year Filed as: RYAN MANN LLC Service code 10 · EIN 92-1104525 | Accounting | $13,000 |
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 | $57,223 | $100,923-43.3% | $150,045-61.9% | $74,304-23.0% |
| Participation rate | 78.0% | 70.1%+8.0pp | 82.3%-4.3pp | 60.3%+17.7pp |
| Annual return | 21.23% | 51.77%-30.5pp | 62.55%-41.3pp | 29.43%-8.2pp |
| Employer contribution / active EE | $3,403 | $3,463-1.7% | $4,693-27.5% | $2,241+51.9% |
| Participant deferral / active EE | $7,531 | $6,709+12.2% | $7,997-5.8% | $3,767+99.9% |
| Admin fee / account holder | $466 | $2,767-83.2% | $13,435-96.5% | $2,969-84.3% |