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 13-3689044 | Recordkeeping | $44,357 |
HASKELL & WHITE LLP6 years Service code 10 · EIN 33-0310569 | Accounting | $15,875 |
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 | $124,518 | $109,881+13.3% | $150,045-17.0% | $84,808+46.8% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 15.70% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,091 | $3,561-13.2% | $4,693-34.1% | $2,631+17.5% |
| Participant deferral / active EE | $12,215 | $6,636+84.1% | $7,997+52.7% | $4,212+190.0% |
| Admin fee / account holder | $545 | $8,568-93.6% | $13,435-95.9% | $7,344-92.6% |