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 13 · EIN 42-0127290 | Contract Administrator | $58,180 |
Service code 27 · EIN 62-1518255 | Advisory (Plan) | $30,722 |
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 | $81,010 | $65,322+24.0% | $70,449+15.0% | $73,488+10.2% |
| Participation rate | 71.7% | 77.0%-5.3pp | 75.1%-3.4pp | 70.7%+1.0pp |
| Annual return | 18.16% | 15.71%+2.4pp | 109.03%-90.9pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,908 | $2,460-22.4% | $2,737-30.3% | $2,270-15.9% |
| Participant deferral / active EE | $5,209 | $3,375+54.3% | $3,709+40.4% | $3,740+39.3% |
| Admin fee / account holder | $469 | $214+119.2% | $3,845-87.8% | $513-8.5% |