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 61-1758632 | Advisory (Plan) | $65,627 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,308 |
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 | $137,425 | $88,083+56.0% | $164,813-16.6% | $74,495+84.5% |
| Participation rate | 75.5% | 73.0%+2.5pp | 78.6%-3.1pp | 67.2%+8.3pp |
| Annual return | 13.05% | 17.26%-4.2pp | 69.93%-56.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,843 | $2,593+48.2% | $4,341-11.5% | $2,623+46.5% |
| Participant deferral / active EE | $7,454 | $4,498+65.7% | $6,031+23.6% | $4,346+71.5% |
| Admin fee / account holder | $428 | $2,234-80.8% | $12,690-96.6% | $1,942-78.0% |