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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.
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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 13 · EIN 42-0127290 | Contract Administrator | $1,921 |
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 | $37,127 | $54,701-32.1% | $86,188-56.9% | $71,457-48.0% |
| Participation rate | 72.7% | 60.1%+12.5pp | 69.0%+3.7pp | 67.9%+4.7pp |
| Annual return | 6.22% | 20.06%-13.8pp | 1168.45%-1162.2pp | 28.85%-22.6pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,780 | $3,108+21.6% | $3,985-5.1% | $4,289-11.9% |
| Admin fee / account holder | $407 | $1,922-78.8% | $6,852-94.1% | $1,587-74.4% |