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 99 · EIN 42-1445429 | Other Fees | $9,663 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,119 | $71,516-74.7% | $98,439-81.6% | $71,457-74.6% |
| Participation rate | 76.4% | 72.7%+3.7pp | 75.2%+1.3pp | 67.9%+8.5pp |
| Annual return | 19.40% | 32.41%-13.0pp | 21.16%-1.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,137 | $2,399-52.6% | $3,048-62.7% | $2,588-56.1% |
| Participant deferral / active EE | $3,033 | $4,109-26.2% | $4,738-36.0% | $4,289-29.3% |
| Admin fee / account holder | $56 | $1,675-96.6% | $8,948-99.4% | $1,587-96.5% |