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 13-2624428 | Recordkeeping Fees | $470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,415 | $101,317-40.4% | $146,958-58.9% | $74,495-18.9% |
| Participation rate | 79.1% | 75.5%+3.6pp | 82.2%-3.1pp | 67.2%+11.9pp |
| Annual return | 17.65% | 8730.91%-8713.3pp | 418.34%-400.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $3,549 | $3,810-6.8% | $4,933-28.0% | $2,623+35.3% |
| Participant deferral / active EE | $10,899 | $7,303+49.2% | $8,070+35.1% | $4,346+150.8% |
| Admin fee / account holder | $3 | $1,739-99.8% | $12,998-100.0% | $1,942-99.8% |