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 7-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 | $198 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,531 | $44,960-74.4% | $84,966-86.4% | $74,495-84.5% |
| Participation rate | 83.5% | 49.4%+34.1pp | 67.5%+16.0pp | 67.2%+16.3pp |
| Annual return | 14.98% | 26.24%-11.3pp | 66.38%-51.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $537 | $1,457-63.1% | $2,727-80.3% | $2,623-79.5% |
| Participant deferral / active EE | $2,120 | $2,731-22.4% | $4,519-53.1% | $4,346-51.2% |
| Admin fee / account holder | $23 | $2,209-99.0% | $6,149-99.6% | $1,942-98.8% |