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 | $52,326 |
M HOLDINGS SECURITIES INC3 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $19,049 |
KRAFT CPAS, PLLC4 years Filed as: KRAFT CPAS Service code 10 · EIN 62-0713250 | Accounting | $10,600 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,494 |
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 | $143,364 | $84,487+69.7% | $125,339+14.4% | $66,914+114.3% |
| Participation rate | 96.8% | 76.4%+20.3pp | 82.4%+14.4pp | 69.8%+27.0pp |
| Annual return | -16.18% | -8.39%-7.8pp | 572.05%-588.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $4,587 | $3,553+29.1% | $4,814-4.7% | $2,544+80.3% |
| Participant deferral / active EE | $7,317 | $6,781+7.9% | $7,446-1.7% | $4,237+72.7% |
| Admin fee / account holder | $357 | $685-47.9% | $10,010-96.4% | $593-39.8% |