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 27 · EIN 80-0833114 | Advisory (Plan) | $26,957 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,154 |
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 | $120,215 | $109,881+9.4% | $150,045-19.9% | $84,808+41.8% |
| Participation rate | 94.0% | 76.1%+17.9pp | 82.3%+11.7pp | 68.3%+25.7pp |
| Annual return | 27.06% | 28.25%-1.2pp | 62.55%-35.5pp | 40.90%-13.8pp |
| Employer contribution / active EE | $5,388 | $3,561+51.3% | $4,693+14.8% | $2,631+104.8% |
| Participant deferral / active EE | $26,387 | $6,636+297.6% | $7,997+230.0% | $4,212+526.5% |
| Admin fee / account holder | $356 | $8,568-95.8% | $13,435-97.3% | $7,344-95.1% |