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 13 · EIN 42-0127290 | Contract Administrator | $94,716 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $65,168 |
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 | $237,630 | $100,923+135.5% | $150,045+58.4% | $74,304+219.8% |
| Participation rate | 99.2% | 70.1%+29.2pp | 82.3%+16.9pp | 60.3%+38.9pp |
| Annual return | 17.31% | 51.77%-34.5pp | 62.55%-45.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $10,958 | $3,463+216.4% | $4,693+133.5% | $2,241+389.0% |
| Participant deferral / active EE | $18,974 | $6,709+182.8% | $7,997+137.3% | $3,767+403.7% |
| Admin fee / account holder | $491 | $2,767-82.3% | $13,435-96.3% | $2,969-83.5% |