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 | $18,702 |
Service code 15 · EIN 22-2755716 | Recordkeeping | $5,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,123 | $55,415+13.9% | $155,509-59.4% | $74,495-15.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.68% | 268.50%-255.8pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $4,963 | $2,267+118.9% | $4,672+6.2% | $2,623+89.2% |
| Participant deferral / active EE | $2,811 | $2,836-0.9% | $5,626-50.0% | $4,346-35.3% |
| Admin fee / account holder | $126 | $1,738-92.8% | $15,912-99.2% | $1,942-93.5% |