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 | $50,335 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $34,545 |
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 | $40,706 | $84,487-51.8% | $125,339-67.5% | $66,914-39.2% |
| Participation rate | 99.0% | 76.4%+22.6pp | 82.4%+16.6pp | 69.8%+29.2pp |
| Annual return | -16.33% | -8.39%-7.9pp | 572.05%-588.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,059 | $3,553-70.2% | $4,814-78.0% | $2,544-58.4% |
| Participant deferral / active EE | $11,028 | $6,781+62.6% | $7,446+48.1% | $4,237+160.3% |
| Admin fee / account holder | $309 | $685-54.9% | $10,010-96.9% | $593-48.0% |