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 4-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 | $41,994 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,078 |
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 | $113,061 | $71,050+59.1% | $93,606+20.8% | $80,856+39.8% |
| Participation rate | 97.5% | 60.4%+37.1pp | 68.7%+28.8pp | 67.6%+29.9pp |
| Annual return | 21.07% | 11.26%+9.8pp | 133.20%-112.1pp | 35.59%-14.5pp |
| Employer contribution / active EE | $24,900 | $1,564+1492.4% | $2,420+929.0% | $2,755+803.9% |
| Participant deferral / active EE | $43,948 | $4,034+989.6% | $4,411+896.3% | $4,296+923.1% |
| Admin fee / account holder | $807 | $6,945-88.4% | $8,285-90.3% | $6,918-88.3% |