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 | $18,807 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $16,962 |
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 | $78,472 | $87,870-10.7% | $113,168-30.7% | $74,304+5.6% |
| Participation rate | 77.0% | 70.7%+6.3pp | 76.6%+0.4pp | 60.3%+16.7pp |
| Annual return | 16.40% | 26.44%-10.0pp | 24.27%-7.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,971 | $2,277-13.4% | $2,975-33.7% | $2,241-12.0% |
| Participant deferral / active EE | $2,802 | $4,241-33.9% | $5,107-45.1% | $3,767-25.6% |
| Admin fee / account holder | $364 | $3,368-89.2% | $12,068-97.0% | $2,969-87.8% |