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 | $5,206 |
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 | $50,502 | $92,971-45.7% | $96,683-47.8% | $74,419-32.1% |
| Participation rate | 70.8% | 71.5%-0.7pp | 74.3%-3.5pp | 70.7%+0.1pp |
| Annual return | 15.44% | 37.49%-22.0pp | 35.69%-20.3pp | 34.38%-18.9pp |
| Employer contribution / active EE | $2,345 | $3,426-31.6% | $3,737-37.3% | $2,637-11.1% |
| Participant deferral / active EE | $3,344 | $3,970-15.8% | $4,878-31.5% | $4,528-26.2% |
| Admin fee / account holder | $395 | $633-37.7% | $6,730-94.1% | $348+13.4% |