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 8-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 64 · EIN 04-2647786 | Recordkeeping Fees | $32,856 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,280 | $54,701+187.5% | $86,188+82.5% | $71,457+120.1% |
| Participation rate | 97.6% | 60.1%+37.5pp | 69.0%+28.7pp | 67.9%+29.7pp |
| Annual return | 17.67% | 20.06%-2.4pp | 1168.45%-1150.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $3,712 | $1,265+193.4% | $2,380+55.9% | $2,588+43.4% |
| Participant deferral / active EE | $5,500 | $3,108+77.0% | $3,985+38.0% | $4,289+28.2% |
| Admin fee / account holder | $206 | $1,922-89.3% | $6,852-97.0% | $1,587-87.0% |