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 41-0417830 | Claims processing; Custodial (other t... | $143,331 |
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 | $80,817 | $86,944-7.0% | $107,525-24.8% | $74,304+8.8% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 13.73% | 23.52%-9.8pp | 181.32%-167.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $13,454 | $2,757+388.0% | $3,754+258.4% | $2,241+500.3% |
| Participant deferral / active EE | $19,157 | $3,554+439.0% | $5,116+274.5% | $3,767+408.5% |
| Admin fee / account holder | $306 | $3,727-91.8% | $8,919-96.6% | $2,969-89.7% |