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 35-0145825 | Recordkeeping | $80,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,504 | $65,435+6.2% | $86,677-19.8% | $66,914+3.9% |
| Participation rate | 83.5% | 75.5%+8.0pp | 76.6%+6.9pp | 69.8%+13.7pp |
| Annual return | 5.84% | -10.89%+16.7pp | 35.91%-30.1pp | 1.58%+4.3pp |
| Employer contribution / active EE | $873 | $2,153-59.5% | $2,836-69.2% | $2,544-65.7% |
| Participant deferral / active EE | $3,496 | $4,100-14.7% | $4,656-24.9% | $4,237-17.5% |
| Admin fee / account holder | $38 | $642-94.0% | $7,493-99.5% | $593-93.5% |