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 | $13,677 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,733 | $101,317+140.6% | $146,958+65.9% | $74,495+227.2% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | 15.01% | 8730.91%-8715.9pp | 418.34%-403.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $14,367 | $3,810+277.1% | $4,933+191.2% | $2,623+447.7% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $48 | $1,739-97.2% | $12,998-99.6% | $1,942-97.5% |