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 48-1205033 | Recordkeeping | $35,522 |
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 | $82,934 | $95,803-13.4% | $113,168-26.7% | $84,808-2.2% |
| Participation rate | 77.9% | 72.9%+5.0pp | 76.6%+1.3pp | 68.3%+9.6pp |
| Annual return | 13.66% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,264 | $2,360-46.5% | $2,975-57.5% | $2,631-52.0% |
| Participant deferral / active EE | $3,268 | $4,242-23.0% | $5,107-36.0% | $4,212-22.4% |
| Admin fee / account holder | $370 | $8,989-95.9% | $12,068-96.9% | $7,344-95.0% |