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 |
|---|---|---|
EXPAND FINANCIAL1 year Filed as: EXPAND FINANCIAL, LLC Service code 16 · EIN 27-1124147 | Consulting | $19,145 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $16,716 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,590 | $80,673-27.4% | $101,326-42.2% | $84,808-30.9% |
| Participation rate | 77.3% | 77.8%-0.5pp | 81.5%-4.2pp | 68.3%+9.0pp |
| Annual return | 16.27% | 38.95%-22.7pp | 36.82%-20.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,404 | $2,698-10.9% | $3,665-34.4% | $2,631-8.6% |
| Participant deferral / active EE | $4,317 | $6,840-36.9% | $7,994-46.0% | $4,212+2.5% |
| Admin fee / account holder | $370 | $12,784-97.1% | $11,185-96.7% | $7,344-95.0% |