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) | $65,126 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,504 |
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 | $239,481 | $122,239+95.9% | $184,203+30.0% | $74,495+221.5% |
| Participation rate | 87.5% | 85.5%+2.0pp | 86.8%+0.7pp | 67.2%+20.3pp |
| Annual return | 15.51% | 19.95%-4.4pp | 28.81%-13.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,844 | $4,537-37.3% | $6,427-55.7% | $2,623+8.4% |
| Participant deferral / active EE | $6,323 | $7,139-11.4% | $9,131-30.8% | $4,346+45.5% |
| Admin fee / account holder | $465 | $1,260-63.1% | $13,901-96.7% | $1,942-76.1% |