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 13-3689044 | Recordkeeping | $88,130 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $44,485 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,470 | $78,275-43.2% | $109,143-59.3% | $86,799-48.8% |
| Participation rate | 91.9% | 73.8%+18.1pp | 75.9%+16.1pp | 72.3%+19.7pp |
| Annual return | 18.23% | 19.14%-0.9pp | 25.75%-7.5pp | 97.91%-79.7pp |
| Employer contribution / active EE | $2,362 | $3,105-23.9% | $3,722-36.5% | $2,405-1.8% |
| Participant deferral / active EE | $7,241 | $3,641+98.9% | $4,653+55.6% | $4,131+75.3% |
| Admin fee / account holder | $165 | $198-16.9% | $6,752-97.6% | $170-2.7% |