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 | $2,101 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,689 | $89,355+17.2% | $141,162-25.8% | $72,985+43.4% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 16.92% | 111.85%-94.9pp | 71.39%-54.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $2,478 | $3,114-20.4% | $4,735-47.7% | $2,440+1.6% |
| Participant deferral / active EE | $3,186 | $5,418-41.2% | $6,709-52.5% | $3,607-11.7% |
| Admin fee / account holder | $827 | $5,958-86.1% | $10,261-91.9% | $5,124-83.9% |