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 | $2,522 |
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 | $90,404 | $101,317-10.8% | $146,958-38.5% | $74,495+21.4% |
| Participation rate | 73.0% | 75.5%-2.6pp | 82.2%-9.2pp | 67.2%+5.8pp |
| Annual return | 15.17% | 8730.91%-8715.7pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,955 | $3,810-22.5% | $4,933-40.1% | $2,623+12.6% |
| Participant deferral / active EE | $9,152 | $7,303+25.3% | $8,070+13.4% | $4,346+110.6% |
| Admin fee / account holder | $638 | $1,739-63.3% | $12,998-95.1% | $1,942-67.1% |