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 93-0987232 | Advisory (Plan) | $41,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,774 |
KEITER2 years Service code 10 · EIN 54-1631262 | Accounting | $7,968 |
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 | $109,671 | $79,428+38.1% | $106,548+2.9% | $79,386+38.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 12.19% | 18.27%-6.1pp | 26.80%-14.6pp | 116.85%-104.7pp |
| Employer contribution / active EE | $2,568 | $2,234+14.9% | $2,819-8.9% | $2,427+5.8% |
| Participant deferral / active EE | $7,310 | $3,823+91.2% | $4,398+66.2% | $4,046+80.7% |
| Admin fee / account holder | $425 | $523-18.7% | $7,407-94.3% | $626-32.1% |