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 73-1577418 | Recordkeeping | $95,881 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,639 | $122,239+2.8% | $184,203-31.8% | $74,495+68.7% |
| Participation rate | 71.4% | 85.5%-14.0pp | 86.8%-15.4pp | 67.2%+4.2pp |
| Annual return | 12.43% | 19.95%-7.5pp | 28.81%-16.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $4,720 | $4,537+4.0% | $6,427-26.6% | $2,623+80.0% |
| Participant deferral / active EE | $8,117 | $7,139+13.7% | $9,131-11.1% | $4,346+86.8% |
| Admin fee / account holder | $675 | $1,260-46.4% | $13,901-95.1% | $1,942-65.2% |