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 | $12,674 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,327 |
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 | $41,074 | $77,899-47.3% | $149,673-72.6% | $75,163-45.4% |
| Participation rate | 78.8% | 65.6%+13.2pp | 78.8%0pp | 67.2%+11.6pp |
| Annual return | 10.96% | 31.72%-20.8pp | 134.42%-123.5pp | 160.62%-149.7pp |
| Employer contribution / active EE | $2,923 | $3,137-6.8% | $4,818-39.3% | $2,670+9.5% |
| Participant deferral / active EE | $2,898 | $3,411-15.0% | $5,680-49.0% | $4,125-29.7% |
| Admin fee / account holder | $223 | $5,956-96.2% | $13,210-98.3% | $5,651-96.0% |