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 | $276 |
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 | $36,979 | $77,660-52.4% | $109,143-66.1% | $79,386-53.4% |
| Participation rate | 99.0% | 67.8%+31.2pp | 75.9%+23.1pp | 70.7%+28.3pp |
| Annual return | 15.51% | 23.44%-7.9pp | 25.75%-10.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $1,004 | $2,797-64.1% | $3,722-73.0% | $2,427-58.6% |
| Participant deferral / active EE | $4,847 | $3,518+37.8% | $4,653+4.2% | $4,046+19.8% |
| Admin fee / account holder | $301 | $732-58.9% | $6,752-95.5% | $626-52.0% |