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 12 · EIN 62-1291257 | Investment advisory (plan); Trustee (... | $57,105 |
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 | $70,060 | $55,415+26.4% | $155,509-54.9% | $74,495-6.0% |
| Participation rate | 85.7% | 61.9%+23.8pp | 78.2%+7.5pp | 67.2%+18.5pp |
| Annual return | 11.61% | 268.50%-256.9pp | 64.67%-53.1pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,729 | $2,267-23.7% | $4,672-63.0% | $2,623-34.1% |
| Participant deferral / active EE | $3,250 | $2,836+14.6% | $5,626-42.2% | $4,346-25.2% |
| Admin fee / account holder | $388 | $1,738-77.7% | $15,912-97.6% | $1,942-80.0% |