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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $35,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,233 | $49,915-41.4% | $154,803-81.1% | $74,304-60.7% |
| Participation rate | 78.7% | 54.0%+24.7pp | 78.1%+0.6pp | 60.3%+18.3pp |
| Annual return | 13.42% | 34.06%-20.6pp | 58.88%-45.5pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,018 | $1,611-36.8% | $4,305-76.3% | $2,241-54.6% |
| Participant deferral / active EE | $1,569 | $2,255-30.4% | $5,540-71.7% | $3,767-58.3% |
| Admin fee / account holder | $262 | $2,189-88.0% | $14,329-98.2% | $2,969-91.2% |