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 04-2647786 | Recordkeeping Fees | $25,694 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,376 | $101,317-4.9% | $146,958-34.4% | $74,495+29.4% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 17.02% | 8730.91%-8713.9pp | 418.34%-401.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $3,264 | $3,810-14.3% | $4,933-33.8% | $2,623+24.4% |
| Participant deferral / active EE | $8,863 | $7,303+21.4% | $8,070+9.8% | $4,346+103.9% |
| Admin fee / account holder | $176 | $1,739-89.9% | $12,998-98.6% | $1,942-90.9% |