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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 86-1726596 69950 M62 · EDWARDSBURG, MI 49112 | Advisory (Plan) | $220,893 |
Service code 24 · EIN 93-2789379 1251 WATERFRONT PL., STE. 510 · PITTSBURGH, PA 15222 | Discretionary Trustee | $119,652 |
Service code 13 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Contract Administrator | $70,674 |
Service code 13 · EIN 83-3455979 855 MAIN ST · DUBUQUE, IA 520016823 | Contract Administrator | $48,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,099 | $122,693-38.0% | $184,203-58.7% | $199,593-61.9% |
| Participation rate | 38.6% | 86.8%-48.1pp | 86.8%-48.2pp | 72.0%-33.3pp |
| Annual return | 30.88% | 143.91%-113.0pp | 28.81%+2.1pp | 34.25%-3.4pp |
| Employer contribution / active EE | $1,550 | $4,584-66.2% | $6,427-75.9% | $3,034-48.9% |
| Participant deferral / active EE | $3,777 | $7,990-52.7% | $9,131-58.6% | $5,087-25.7% |
| Admin fee / account holder | $675 | $121+459.6% | $13,901-95.1% | $269+150.9% |