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 | $38,162 |
Filed as: MACROVIEW INVESTMENT MANAGEMENT LLC Service code 27 · EIN 26-4133685 | Advisory (Plan) | $11,163 |
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 | $55,126 | $91,407-39.7% | $135,903-59.4% | $71,457-22.9% |
| Participation rate | 71.7% | 75.7%-4.0pp | 81.9%-10.2pp | 67.9%+3.8pp |
| Annual return | 49.87% | 29.90%+20.0pp | 68.23%-18.4pp | 28.85%+21.0pp |
| Employer contribution / active EE | $3,418 | $3,703-7.7% | $4,856-29.6% | $2,588+32.1% |
| Participant deferral / active EE | $7,462 | $7,092+5.2% | $7,758-3.8% | $4,289+74.0% |
| Admin fee / account holder | $341 | $1,266-73.1% | $10,762-96.8% | $1,587-78.5% |