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 |
|---|---|---|
BEAU FISHER1 year Service code 27 · EIN 56-3932931 | Advisory (Plan) | $38,134 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,335 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,153 | $77,145-18.1% | $108,410-41.7% | $85,850-26.4% |
| Participation rate | 90.4% | 74.7%+15.8pp | 80.1%+10.3pp | 69.3%+21.1pp |
| Annual return | 15.88% | 44.54%-28.7pp | 905.27%-889.4pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,931 | $2,379-18.8% | $3,558-45.7% | $2,565-24.7% |
| Participant deferral / active EE | $5,923 | $5,566+6.4% | $6,563-9.7% | $3,952+49.9% |
| Admin fee / account holder | $459 | $5,172-91.1% | $7,295-93.7% | $6,260-92.7% |