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 6-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 | $38,117 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $35,834 |
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 | $98,824 | $100,923-2.1% | $150,045-34.1% | $74,304+33.0% |
| Participation rate | 78.0% | 70.1%+7.9pp | 82.3%-4.3pp | 60.3%+17.6pp |
| Annual return | 17.74% | 51.77%-34.0pp | 62.55%-44.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $5,182 | $3,463+49.6% | $4,693+10.4% | $2,241+131.2% |
| Participant deferral / active EE | $9,278 | $6,709+38.3% | $7,997+16.0% | $3,767+146.3% |
| Admin fee / account holder | $480 | $2,767-82.6% | $13,435-96.4% | $2,969-83.8% |