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 99 · EIN 47-1411118 | Other Fees | $38,333 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $9,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,685 | $81,625-18.3% | $167,512-60.2% | $74,304-10.3% |
| Participation rate | 69.2% | 60.0%+9.2pp | 77.1%-7.8pp | 60.3%+8.9pp |
| Annual return | 16.91% | 26.09%-9.2pp | 1615.79%-1598.9pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,089 | $2,010-45.8% | $3,882-72.0% | $2,241-51.4% |
| Participant deferral / active EE | $4,767 | $4,115+15.9% | $6,405-25.6% | $3,767+26.5% |
| Admin fee / account holder | $321 | $3,474-90.8% | $9,769-96.7% | $2,969-89.2% |