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 | $30,719 |
HASKELL & WHITE LLP3 years Service code 10 · EIN 33-0310569 | Accounting | $10,400 |
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 | $68,489 | $84,487-18.9% | $125,339-45.4% | $66,914+2.4% |
| Participation rate | 96.4% | 76.4%+20.0pp | 82.4%+14.0pp | 69.8%+26.6pp |
| Annual return | -15.67% | -8.39%-7.3pp | 572.05%-587.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,686 | $3,553-24.4% | $4,814-44.2% | $2,544+5.6% |
| Participant deferral / active EE | $9,536 | $6,781+40.6% | $7,446+28.1% | $4,237+125.1% |
| Admin fee / account holder | $311 | $685-54.6% | $10,010-96.9% | $593-47.6% |