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 10-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 01-0233346 | Recordkeeping | $3,842 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,216 | $106,236-64.0% | $112,228-65.9% | $64,808-41.0% |
| Participation rate | 77.1% | 71.7%+5.5pp | 75.1%+2.1pp | 71.5%+5.7pp |
| Annual return | -16.25% | -6.02%-10.2pp | 27.45%-43.7pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,206 | $3,166-30.3% | $3,635-39.3% | $2,506-12.0% |
| Participant deferral / active EE | $3,124 | $3,785-17.5% | $4,728-33.9% | $4,310-27.5% |
| Admin fee / account holder | $335 | $452-25.9% | $6,410-94.8% | $188+78.3% |