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 27 · EIN 61-1758632 | Advisory (Plan) | $34,733 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $148,929 | $101,317+47.0% | $146,958+1.3% | $74,495+99.9% |
| Participation rate | 67.9% | 75.5%-7.7pp | 82.2%-14.3pp | 67.2%+0.7pp |
| Annual return | 17.86% | 8730.91%-8713.1pp | 418.34%-400.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,149 | $7,303+52.7% | $8,070+38.2% | $4,346+156.5% |
| Admin fee / account holder | $410 | $1,739-76.4% | $12,998-96.8% | $1,942-78.9% |