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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.
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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 | $83,441 |
Participant 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,721 | $122,239+124.7% | $184,203+49.1% | $74,495+268.8% |
| Participation rate | 84.0% | 85.5%-1.5pp | 86.8%-2.8pp | 67.2%+16.8pp |
| Annual return | 12.48% | 19.95%-7.5pp | 28.81%-16.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $10,107 | $4,537+122.8% | $6,427+57.3% | $2,623+285.3% |
| Participant deferral / active EE | $3,835 | $7,139-46.3% | $9,131-58.0% | $4,346-11.8% |
| Admin fee / account holder | $616 | $1,260-51.1% | $13,901-95.6% | $1,942-68.3% |