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 | $36,420 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $16,830 |
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 | $43,440 | $79,171-45.1% | $102,423-57.6% | $74,495-41.7% |
| Participation rate | 90.3% | 74.8%+15.5pp | 76.5%+13.8pp | 67.2%+23.1pp |
| Annual return | 12.32% | 54.93%-42.6pp | 29.32%-17.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,261 | $2,362-4.3% | $3,023-25.2% | $2,623-13.8% |
| Participant deferral / active EE | $4,146 | $4,415-6.1% | $5,053-17.9% | $4,346-4.6% |
| Admin fee / account holder | $306 | $2,001-84.7% | $9,451-96.8% | $1,942-84.2% |