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 15 · EIN 01-0233346 | Recordkeeping | $7,103 |
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 | $32,229 | $54,193-40.5% | $93,606-65.6% | $77,643-58.5% |
| Participation rate | 86.9% | 63.9%+23.0pp | 68.7%+18.2pp | 70.6%+16.3pp |
| Annual return | 14.25% | 30.54%-16.3pp | 133.20%-118.9pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,349 | $1,168+15.5% | $2,420-44.3% | $2,726-50.5% |
| Participant deferral / active EE | $4,468 | $3,144+42.1% | $4,411+1.3% | $4,647-3.9% |
| Admin fee / account holder | $309 | $576-46.3% | $8,285-96.3% | $430-28.2% |