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 7-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 | $40,020 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,589 |
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 | $90,006 | $101,317-11.2% | $146,958-38.8% | $74,495+20.8% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 24.78% | 8730.91%-8706.1pp | 418.34%-393.6pp | 1364.94%-1340.2pp |
| Employer contribution / active EE | $4,692 | $3,810+23.1% | $4,933-4.9% | $2,623+78.9% |
| Participant deferral / active EE | $12,269 | $7,303+68.0% | $8,070+52.0% | $4,346+182.3% |
| Admin fee / account holder | $320 | $1,739-81.6% | $12,998-97.5% | $1,942-83.5% |