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) | $31,831 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,435 |
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 | $87,004 | $102,317-15.0% | $146,958-40.8% | $80,856+7.6% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 18.46% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $8,874 | $3,713+139.0% | $4,933+79.9% | $2,755+222.1% |
| Participant deferral / active EE | $34,586 | $6,644+420.6% | $8,070+328.6% | $4,296+705.1% |
| Admin fee / account holder | $395 | $7,941-95.0% | $12,998-97.0% | $6,918-94.3% |