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 82-1364595 | Advisory (Plan) | $62,229 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,063 |
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 | $234,360 | $130,194+80.0% | $169,993+37.9% | $71,457+228.0% |
| Participation rate | 89.4% | 86.1%+3.2pp | 87.0%+2.4pp | 67.9%+21.5pp |
| Annual return | 14.90% | 20.37%-5.5pp | 53.37%-38.5pp | 28.85%-13.9pp |
| Employer contribution / active EE | $12,045 | $4,381+174.9% | $6,785+77.5% | $2,588+365.5% |
| Participant deferral / active EE | $7,570 | $6,923+9.3% | $10,408-27.3% | $4,289+76.5% |
| Admin fee / account holder | $492 | $966-49.0% | $12,815-96.2% | $1,587-69.0% |