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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.
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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 27 · EIN 35-2552359 | Advisory (Plan) | $42,541 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,415 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,314 | $84,487-8.5% | $125,339-38.3% | $66,914+15.5% |
| Participation rate | 75.1% | 76.4%-1.3pp | 82.4%-7.2pp | 69.8%+5.3pp |
| Annual return | -20.61% | -8.39%-12.2pp | 572.05%-592.7pp | 1.58%-22.2pp |
| Employer contribution / active EE | $2,380 | $3,553-33.0% | $4,814-50.6% | $2,544-6.4% |
| Participant deferral / active EE | $5,195 | $6,781-23.4% | $7,446-30.2% | $4,237+22.6% |
| Admin fee / account holder | $390 | $685-43.1% | $10,010-96.1% | $593-34.3% |