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 14-0696635 | Recordkeeping | $7,040 |
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 | $20,869 | $63,745-67.3% | $98,442-78.8% | $79,386-73.7% |
| Participation rate | 70.7% | 69.9%+0.9pp | 73.3%-2.6pp | 70.7%0pp |
| Annual return | 13.42% | 625.80%-612.4pp | 1492.73%-1479.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $811 | $2,557-68.3% | $2,960-72.6% | $2,427-66.6% |
| Participant deferral / active EE | $903 | $3,303-72.7% | $4,276-78.9% | $4,046-77.7% |
| Admin fee / account holder | $38 | $516-92.7% | $5,949-99.4% | $626-94.0% |