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 8-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 15 · EIN 65-0608221 | Recordkeeping | $46,392 |
AMPLIFY HR MANAGEMENT1 year Service code 14 · EIN 82-1671832 | Plan Administrator | $8,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $176,901 | $40,522+336.6% | $84,611+109.1% | $67,579+161.8% |
| Participation rate | 5.0% | 51.1%-46.1pp | 68.2%-63.3pp | 71.3%-66.3pp |
| Annual return | 1214.83% | 32.72%+1182.1pp | 258.74%+956.1pp | 378.56%+836.3pp |
| Employer contribution / active EE | $1,833 | $1,146+59.9% | $2,652-30.9% | $2,148-14.7% |
| Participant deferral / active EE | $4,176 | $2,132+95.9% | $3,899+7.1% | $3,539+18.0% |
| Admin fee / account holder | $754 | $145+419.1% | $4,912-84.6% | $142+430.1% |