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 13 · EIN 42-0127290 | Contract Administrator | $105,095 |
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 | $191,990 | $106,236+80.7% | $112,228+71.1% | $64,808+196.2% |
| Participation rate | 77.8% | 71.7%+6.2pp | 75.1%+2.8pp | 71.5%+6.4pp |
| Annual return | -15.75% | -6.02%-9.7pp | 27.45%-43.2pp | 32.82%-48.6pp |
| Employer contribution / active EE | $2,923 | $3,166-7.7% | $3,635-19.6% | $2,506+16.7% |
| Participant deferral / active EE | $6,958 | $3,785+83.8% | $4,728+47.2% | $4,310+61.4% |
| Admin fee / account holder | $307 | $452-32.0% | $6,410-95.2% | $188+63.4% |