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 19 · EIN 51-0396365 | Securities Custodian | $115,309 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,006 | $95,274-47.5% | $135,903-63.2% | $74,419-32.8% |
| Participation rate | 92.1% | 78.2%+13.9pp | 81.9%+10.2pp | 70.7%+21.3pp |
| Annual return | 12.47% | 32.77%-20.3pp | 68.23%-55.8pp | 34.38%-21.9pp |
| Employer contribution / active EE | $4,147 | $3,874+7.0% | $4,856-14.6% | $2,637+57.2% |
| Participant deferral / active EE | $5,301 | $7,782-31.9% | $7,758-31.7% | $4,528+17.1% |
| Admin fee / account holder | $149 | $266-44.2% | $10,762-98.6% | $348-57.3% |