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 13 · EIN 42-0127290 | Contract Administrator | $72,461 |
SCS2 years Service code 27 · EIN 71-1004774 | Advisory (Plan) | $23,431 |
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 | $68,464 | $132,049-48.2% | $200,582-65.9% | $74,304-7.9% |
| Participation rate | 97.5% | 84.1%+13.5pp | 86.9%+10.7pp | 60.3%+37.2pp |
| Annual return | 19.76% | 22.22%-2.5pp | 42.33%-22.6pp | 29.43%-9.7pp |
| Employer contribution / active EE | $2,165 | $4,558-52.5% | $6,419-66.3% | $2,241-3.4% |
| Participant deferral / active EE | $7,687 | $7,213+6.6% | $9,331-17.6% | $3,767+104.0% |
| Admin fee / account holder | $319 | $2,405-86.8% | $16,305-98.0% | $2,969-89.3% |