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 37 · EIN 04-2647786 | Loan Processing | $21,344 |
Filed as: CLOSED DLR-KMS FINANCIAL SERVICES Service code 27 · EIN 91-0850651 | Advisory (Plan) | $17,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,757 | $70,908+11.1% | $98,907-20.4% | $73,488+7.2% |
| Participation rate | 65.3% | 73.8%-8.5pp | 76.0%-10.7pp | 70.7%-5.4pp |
| Annual return | 14.36% | 34.17%-19.8pp | 196.43%-182.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,858 | $2,036-8.8% | $2,689-30.9% | $2,270-18.2% |
| Participant deferral / active EE | $4,283 | $3,500+22.4% | $4,244+0.9% | $3,740+14.5% |
| Admin fee / account holder | $348 | $535-35.0% | $6,642-94.8% | $513-32.3% |