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 | $36,767 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,488 | $59,417+190.3% | $93,606+84.3% | $74,495+131.5% |
| Participation rate | 91.3% | 59.7%+31.6pp | 68.7%+22.6pp | 67.2%+24.1pp |
| Annual return | 13.49% | 81.83%-68.3pp | 133.20%-119.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $3,576 | $1,264+183.0% | $2,420+47.8% | $2,623+36.4% |
| Participant deferral / active EE | $5,316 | $3,050+74.3% | $4,411+20.5% | $4,346+22.3% |
| Admin fee / account holder | $240 | $3,021-92.1% | $8,285-97.1% | $1,942-87.6% |