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 15 · EIN 62-1291257 | Recordkeeping | $130,141 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,451 | $101,317+177.8% | $146,958+91.5% | $74,495+277.8% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.1pp |
| Annual return | 13.66% | 8730.91%-8717.2pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $5,025 | $3,810+31.9% | $4,933+1.9% | $2,623+91.6% |
| Participant deferral / active EE | $8,925 | $7,303+22.2% | $8,070+10.6% | $4,346+105.4% |
| Admin fee / account holder | $692 | $1,739-60.2% | $12,998-94.7% | $1,942-64.3% |