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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 9-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 | $35,969 |
Participant contribution per participant 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 | $90,675 | $78,419+15.6% | $133,956-32.3% | $73,409+23.5% |
| Participation rate | 98.5% | 78.6%+19.9pp | 79.8%+18.7pp | 72.2%+26.3pp |
| Annual return | 18.76% | 33.35%-14.6pp | 45.09%-26.3pp | 59.29%-40.5pp |
| Employer contribution / active EE | $6,088 | $2,044+197.9% | $3,919+55.4% | $2,234+172.6% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $119 | $161-26.2% | $8,927-98.7% | $158-24.6% |