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 27 · EIN 45-5608425 | Advisory (Plan) | $28,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,965 |
CARON & BLETZER, PLLC6+ years Service code 10 · EIN 04-3499945 | Accounting | $8,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,443 | $137,414-8.0% | $189,513-33.3% | $85,850+47.3% |
| Participation rate | 83.9% | 84.6%-0.7pp | 87.8%-3.9pp | 69.3%+14.6pp |
| Annual return | 14.09% | 38.14%-24.1pp | 555.15%-541.1pp | 318.53%-304.4pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,685 | $6,260+38.7% | $8,221+5.6% | $3,952+119.8% |
| Admin fee / account holder | $452 | $8,630-94.8% | $12,045-96.2% | $6,260-92.8% |