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 | $2,219 |
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 | $62,426 | $73,638-15.2% | $95,952-34.9% | $73,488-15.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 13.37% | 16.78%-3.4pp | 91.61%-78.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $3,939 | $1,863+111.4% | $2,541+55.0% | $2,270+73.5% |
| Participant deferral / active EE | $4,003 | $3,617+10.7% | $4,167-3.9% | $3,740+7.1% |
| Admin fee / account holder | $341 | $482-29.3% | $6,795-95.0% | $513-33.6% |