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 | $28,672 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $492,675 | $104,475+371.6% | $159,436+209.0% | $79,386+520.6% |
| Participation rate | 97.4% | 76.6%+20.7pp | 82.8%+14.5pp | 70.7%+26.7pp |
| Annual return | 12.92% | 67.95%-55.0pp | 263.57%-250.6pp | 116.85%-103.9pp |
| Employer contribution / active EE | $15,375 | $3,417+350.0% | $4,829+218.4% | $2,427+533.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $106 | $711-85.1% | $10,799-99.0% | $626-83.1% |