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 37 · EIN 04-2647786 | Loan Processing | $23,034 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 · EIN 45-3176027 | Advisory (Plan) | $22,173 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,358 | $89,355+12.3% | $141,162-28.9% | $72,985+37.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.24% | 111.85%-88.6pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $8,228 | $3,114+164.2% | $4,735+73.8% | $2,440+237.2% |
| Participant deferral / active EE | $6,754 | $5,418+24.7% | $6,709+0.7% | $3,607+87.2% |
| Admin fee / account holder | $318 | $5,958-94.7% | $10,261-96.9% | $5,124-93.8% |