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 27 · EIN 45-5311803 | Advisory (Plan) | $22,374 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,971 |
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 | $73,735 | $52,122+41.5% | $104,294-29.3% | $64,808+13.8% |
| Participation rate | 24.6% | 56.0%-31.4pp | 73.3%-48.6pp | 71.5%-46.8pp |
| Annual return | -16.30% | 13.26%-29.6pp | 24.61%-40.9pp | 32.82%-49.1pp |
| Employer contribution / active EE | $808 | $1,627-50.4% | $3,372-76.0% | $2,506-67.8% |
| Participant deferral / active EE | $1,779 | $2,823-37.0% | $4,625-61.5% | $4,310-58.7% |
| Admin fee / account holder | $323 | $155+108.8% | $7,339-95.6% | $188+71.9% |