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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.
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 99 · EIN 59-2937883 | Other Fees | $22,410 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $67,280 | $56,317+19.5% | $71,209-5.5% | $74,304-9.5% |
| Participation rate | 83.6% | 55.1%+28.5pp | 73.8%+9.9pp | 60.3%+23.3pp |
| Annual return | 12.54% | 42.83%-30.3pp | 282.51%-270.0pp | 29.43%-16.9pp |
| Employer contribution / active EE | $2,456 | $2,160+13.7% | $2,721-9.7% | $2,241+9.6% |
| Participant deferral / active EE | $3,494 | $2,788+25.3% | $4,175-16.3% | $3,767-7.3% |
| Admin fee / account holder | $317 | $2,290-86.1% | $5,349-94.1% | $2,969-89.3% |