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 64 · EIN 04-2647786 | Recordkeeping Fees | $17,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,577 | $88,634+27.0% | $101,326+11.1% | $74,304+51.5% |
| Participation rate | 95.7% | 76.9%+18.8pp | 81.5%+14.2pp | 60.3%+35.3pp |
| Annual return | 20.84% | 33.10%-12.3pp | 36.82%-16.0pp | 29.43%-8.6pp |
| Employer contribution / active EE | $5,575 | $2,930+90.3% | $3,665+52.1% | $2,241+148.8% |
| Participant deferral / active EE | $12,365 | $7,322+68.9% | $7,994+54.7% | $3,767+228.2% |
| Admin fee / account holder | $54 | $2,425-97.8% | $11,185-99.5% | $2,969-98.2% |