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 15 · EIN 01-0233346 | Recordkeeping | $74,312 |
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 | $163,882 | $102,317+60.2% | $146,958+11.5% | $80,856+102.7% |
| Participation rate | 96.4% | 75.8%+20.5pp | 82.2%+14.2pp | 67.6%+28.7pp |
| Annual return | 18.71% | 134.76%-116.1pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,154 | $3,713-15.0% | $4,933-36.1% | $2,755+14.5% |
| Participant deferral / active EE | $7,898 | $6,644+18.9% | $8,070-2.1% | $4,296+83.9% |
| Admin fee / account holder | $723 | $7,941-90.9% | $12,998-94.4% | $6,918-89.5% |