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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.
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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 | $47,157 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $32,390 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 · EIN 34-1846498 | Accounting | $19,800 |
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 | $48,277 | $86,897-44.4% | $151,611-68.2% | $64,808-25.5% |
| Participation rate | 65.3% | 87.3%-21.9pp | 87.5%-22.2pp | 71.5%-6.1pp |
| Annual return | -17.04% | -3.57%-13.5pp | 3.33%-20.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $2 | $4,010-100.0% | $6,166-100.0% | $2,506-99.9% |
| Participant deferral / active EE | $4,715 | $6,690-29.5% | $8,363-43.6% | $4,310+9.4% |
| Admin fee / account holder | $333 | $153+118.0% | $11,616-97.1% | $188+77.5% |