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 |
|---|---|---|
R F LAFFERTY & CO INC5 years Service code 27 · EIN 13-3000887 | Advisory (Plan) | $34,110 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,344 |
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 | $98,210 | $132,049-25.6% | $200,582-51.0% | $74,304+32.2% |
| Participation rate | 73.5% | 84.1%-10.6pp | 86.9%-13.4pp | 60.3%+13.1pp |
| Annual return | 19.81% | 22.22%-2.4pp | 42.33%-22.5pp | 29.43%-9.6pp |
| Employer contribution / active EE | $1,985 | $4,558-56.4% | $6,419-69.1% | $2,241-11.4% |
| Participant deferral / active EE | $4,206 | $7,213-41.7% | $9,331-54.9% | $3,767+11.7% |
| Admin fee / account holder | $314 | $2,405-87.0% | $16,305-98.1% | $2,969-89.4% |