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 27 · EIN 81-3433658 | Advisory (Plan) | $26,677 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,485 |
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 | $117,991 | $81,248+45.2% | $155,509-24.1% | $80,856+45.9% |
| Participation rate | 97.5% | 66.2%+31.2pp | 78.2%+19.3pp | 67.6%+29.8pp |
| Annual return | 14.71% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,800 | $3,100-9.7% | $4,672-40.1% | $2,755+1.6% |
| Participant deferral / active EE | $6,849 | $3,452+98.4% | $5,626+21.7% | $4,296+59.4% |
| Admin fee / account holder | $386 | $7,997-95.2% | $15,912-97.6% | $6,918-94.4% |