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 |
|---|---|---|
BSI3+ years Service code 13 · EIN 95-4396363 | Contract Administrator | $20,545 |
BDO USA, LLP3+ years Filed as: BDO, USA LLP Service code 10 · EIN 13-5381590 | Accounting | $16,920 |
Service code 34 · EIN 36-4799908 | Valuation (appraisals, etc.) | $15,000 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY SERVICES, INC. Service code 21 · EIN 14-1886375 | Bank Trustee | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,100 | $52,580+44.7% | $71,671+6.2% | $70,131+8.5% |
| Participation rate | 96.7% | 60.9%+35.8pp | 68.7%+27.9pp | 69.5%+27.1pp |
| Annual return | 0.90% | 20.25%-19.4pp | 20.65%-19.7pp | 73.14%-72.2pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $473 | $3,653-87.1% | $5,558-91.5% | $4,645-89.8% |