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) | $75,226 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,979 |
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 | $104,481 | $71,142+46.9% | $119,609-12.6% | $64,808+61.2% |
| Participation rate | 79.1% | 78.6%+0.5pp | 79.3%-0.2pp | 71.5%+7.6pp |
| Annual return | -16.63% | -10.01%-6.6pp | -14.97%-1.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $3,057 | $2,497+22.4% | $4,232-27.8% | $2,506+22.0% |
| Participant deferral / active EE | $6,033 | $4,490+34.4% | $5,602+7.7% | $4,310+40.0% |
| Admin fee / account holder | $403 | $162+148.7% | $10,323-96.1% | $188+114.7% |