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 | $6,960 |
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 | $97,287 | $77,813+25.0% | $123,544-21.3% | $64,186+51.6% |
| Participation rate | 91.9% | 74.7%+17.2pp | 82.3%+9.6pp | 69.6%+22.3pp |
| Annual return | -4.67% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,385 | $3,014-20.9% | $4,628-48.5% | $2,381+0.2% |
| Participant deferral / active EE | $3,143 | $5,240-40.0% | $6,426-51.1% | $3,470-9.4% |
| Admin fee / account holder | $600 | $5,519-89.1% | $9,284-93.5% | $4,888-87.7% |