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 37 · EIN 04-2647786 | Loan Processing | $39,530 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,667 |
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 | $57,705 | $100,326-42.5% | $180,183-68.0% | $84,808-32.0% |
| Participation rate | 97.5% | 71.0%+26.5pp | 77.4%+20.0pp | 68.3%+29.2pp |
| Annual return | 15.46% | 17.86%-2.4pp | 27.86%-12.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $7,393 | $3,269+126.1% | $5,039+46.7% | $2,631+181.0% |
| Participant deferral / active EE | $8,202 | $5,066+61.9% | $6,822+20.2% | $4,212+94.7% |
| Admin fee / account holder | $364 | $9,674-96.2% | $19,975-98.2% | $7,344-95.0% |