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 | $19,795 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,230 | $54,350-14.9% | $82,719-44.1% | $68,494-32.5% |
| Participation rate | 84.7% | 63.9%+20.8pp | 72.6%+12.1pp | 67.9%+16.8pp |
| Annual return | -14.40% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,397 | $2,218+8.0% | $3,009-20.4% | $2,596-7.7% |
| Participant deferral / active EE | $3,318 | $3,246+2.2% | $4,395-24.5% | $4,027-17.6% |
| Admin fee / account holder | $9 | $4,395-99.8% | $5,329-99.8% | $5,403-99.8% |