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 39-6040276 | Recordkeeping Fees | $1,464 |
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 | $103,879 | $58,926+76.3% | $97,226+6.8% | $74,495+39.4% |
| Participation rate | 81.3% | 63.5%+17.8pp | 72.7%+8.6pp | 67.2%+14.0pp |
| Annual return | 10.19% | 16.04%-5.8pp | 75.13%-64.9pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $2,067 | $1,894+9.1% | $2,729-24.3% | $2,623-21.2% |
| Participant deferral / active EE | $4,999 | $3,664+36.4% | $4,264+17.2% | $4,346+15.0% |
| Admin fee / account holder | $15 | $1,974-99.3% | $5,654-99.7% | $1,942-99.3% |