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 15 · EIN 01-0233346 | Recordkeeping | $3,005 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,082 | $82,978-8.3% | $129,995-41.5% | $71,457+6.5% |
| Participation rate | 94.7% | 74.1%+20.7pp | 78.5%+16.3pp | 67.9%+26.8pp |
| Annual return | 16.13% | 20.60%-4.5pp | -137.18%+153.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,624 | $2,622-38.1% | $4,320-62.4% | $2,588-37.2% |
| Participant deferral / active EE | $4,014 | $4,432-9.4% | $5,820-31.0% | $4,289-6.4% |
| Admin fee / account holder | $340 | $1,729-80.3% | $10,614-96.8% | $1,587-78.6% |