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 8-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 | $53,065 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,378 | $87,870-65.4% | $113,168-73.2% | $74,304-59.1% |
| Participation rate | 82.8% | 70.7%+12.1pp | 76.6%+6.3pp | 60.3%+22.5pp |
| Annual return | 16.19% | 26.44%-10.3pp | 24.27%-8.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,763 | $2,277-22.6% | $2,975-40.7% | $2,241-21.3% |
| Participant deferral / active EE | $3,566 | $4,241-15.9% | $5,107-30.2% | $3,767-5.3% |
| Admin fee / account holder | $303 | $3,368-91.0% | $12,068-97.5% | $2,969-89.8% |