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 27 · EIN 47-1411118 | Advisory (Plan) | $63,414 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,653 |
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 | $119,897 | $65,435+83.2% | $86,677+38.3% | $66,914+79.2% |
| Participation rate | 97.4% | 75.5%+22.0pp | 76.6%+20.8pp | 69.8%+27.6pp |
| Annual return | -17.04% | -10.89%-6.2pp | 35.91%-53.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $8,057 | $2,153+274.2% | $2,836+184.1% | $2,544+216.7% |
| Participant deferral / active EE | $5,779 | $4,100+40.9% | $4,656+24.1% | $4,237+36.4% |
| Admin fee / account holder | $476 | $642-25.8% | $7,493-93.6% | $593-19.8% |