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 37 · EIN 04-2647786 | Loan Processing | $60,235 |
Service code 27 · EIN 33-0804608 | Advisory (Plan) | $50,555 |
PRICEKUBECKA PLLC4 years Filed as: PRICEKUBECKA, PLLC Service code 10 · EIN 75-2783674 | Accounting | $9,500 |
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 | $54,077 | $89,436-39.5% | $164,813-67.2% | $77,643-30.4% |
| Participation rate | 93.2% | 78.6%+14.6pp | 78.6%+14.6pp | 70.6%+22.7pp |
| Annual return | 15.89% | 28.83%-12.9pp | 69.93%-54.0pp | 31.24%-15.3pp |
| Employer contribution / active EE | $3,089 | $2,569+20.3% | $4,341-28.8% | $2,726+13.3% |
| Participant deferral / active EE | $5,877 | $4,897+20.0% | $6,031-2.6% | $4,647+26.5% |
| Admin fee / account holder | $352 | $339+3.6% | $12,690-97.2% | $430-18.3% |