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 75-2866255 | Named fiduciary; Participant loan pro... | $74,375 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $61,328 |
Filed as: COREBRIDGE FINANCIAL, INC Service code 19 · EIN 95-4715639 | Securities Custodian | $13,243 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,525 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,277 | $50,815+83.6% | $155,509-40.0% | $77,643+20.1% |
| Participation rate | 52.7% | 63.1%-10.4pp | 78.2%-25.5pp | 70.6%-17.9pp |
| Annual return | 12.91% | 34.80%-21.9pp | 64.67%-51.8pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,526 | $1,993-23.4% | $4,672-67.3% | $2,726-44.0% |
| Participant deferral / active EE | $2,771 | $2,822-1.8% | $5,626-50.8% | $4,647-40.4% |
| Admin fee / account holder | $330 | $437-24.5% | $15,912-97.9% | $430-23.4% |