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 13-3646501 | Recordkeeping | $72,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,660 | $58,290-13.1% | $98,442-48.5% | $86,799-41.6% |
| Participation rate | 86.7% | 68.3%+18.4pp | 73.3%+13.4pp | 72.3%+14.4pp |
| Annual return | 12.50% | 43.48%-31.0pp | 1492.73%-1480.2pp | 97.91%-85.4pp |
| Employer contribution / active EE | $809 | $2,008-59.7% | $2,960-72.7% | $2,405-66.3% |
| Participant deferral / active EE | $2,745 | $3,152-12.9% | $4,276-35.8% | $4,131-33.5% |
| Admin fee / account holder | $241 | $138+74.8% | $5,949-96.0% | $170+42.0% |