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 | $45,162 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,058 | $80,724+239.5% | $103,333+165.2% | $74,495+267.9% |
| Participation rate | 88.5% | 65.7%+22.8pp | 74.5%+14.0pp | 67.2%+21.3pp |
| Annual return | 20.44% | 27.56%-7.1pp | 24.88%-4.4pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $4,024 | $3,157+27.5% | $3,868+4.0% | $2,623+53.4% |
| Participant deferral / active EE | $10,371 | $3,860+168.6% | $5,057+105.1% | $4,346+138.6% |
| Admin fee / account holder | $314 | $2,368-86.8% | $8,355-96.2% | $1,942-83.8% |