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 9-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 43-1451524 | Advisory (Plan) | $24,597 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,758 |
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 | $52,970 | $88,634-40.2% | $101,326-47.7% | $74,304-28.7% |
| Participation rate | 83.2% | 76.9%+6.4pp | 81.5%+1.7pp | 60.3%+22.9pp |
| Annual return | 19.39% | 33.10%-13.7pp | 36.82%-17.4pp | 29.43%-10.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,827 | $7,322+6.9% | $7,994-2.1% | $3,767+107.8% |
| Admin fee / account holder | $342 | $2,425-85.9% | $11,185-96.9% | $2,969-88.5% |