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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.
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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 59-1531281 | Advisory (Plan) | $133,500 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $96,118 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,713 | $92,055+11.6% | $106,213-3.3% | $77,643+32.3% |
| Participation rate | 85.5% | 81.0%+4.4pp | 75.3%+10.2pp | 70.6%+14.9pp |
| Annual return | 13.15% | 17.91%-4.8pp | 116.14%-103.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $985 | $3,367-70.7% | $3,171-68.9% | $2,726-63.9% |
| Participant deferral / active EE | $4,075 | $5,386-24.3% | $5,016-18.8% | $4,647-12.3% |
| Admin fee / account holder | $821 | $219+274.7% | $11,033-92.6% | $430+90.7% |