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 71-0294708 | Recordkeeping Fees | $101,062 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,765 | $89,436-11.9% | $164,813-52.2% | $77,643+1.4% |
| Participation rate | 82.1% | 78.6%+3.5pp | 78.6%+3.5pp | 70.6%+11.6pp |
| Annual return | 14.38% | 28.83%-14.4pp | 69.93%-55.6pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,036 | $2,569-20.7% | $4,341-53.1% | $2,726-25.3% |
| Participant deferral / active EE | $3,468 | $4,897-29.2% | $6,031-42.5% | $4,647-25.4% |
| Admin fee / account holder | $234 | $339-30.9% | $12,690-98.2% | $430-45.5% |