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 | $81,036 |
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 | $64,673 | $79,171-18.3% | $102,423-36.9% | $74,495-13.2% |
| Participation rate | 84.4% | 74.8%+9.6pp | 76.5%+7.9pp | 67.2%+17.2pp |
| Annual return | 15.23% | 54.93%-39.7pp | 29.32%-14.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $3,931 | $2,362+66.4% | $3,023+30.0% | $2,623+49.9% |
| Participant deferral / active EE | $6,130 | $4,415+38.8% | $5,053+21.3% | $4,346+41.1% |
| Admin fee / account holder | $551 | $2,001-72.4% | $9,451-94.2% | $1,942-71.6% |