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 | $32,747 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,243 | $58,264-17.2% | $86,612-44.3% | $71,457-32.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 19.07% | 21.63%-2.6pp | 591.07%-572.0pp | 28.85%-9.8pp |
| Employer contribution / active EE | $4,638 | $2,574+80.2% | $3,022+53.5% | $2,588+79.2% |
| Participant deferral / active EE | $1,811 | $3,436-47.3% | $4,438-59.2% | $4,289-57.8% |
| Admin fee / account holder | $143 | $1,057-86.5% | $5,614-97.5% | $1,587-91.0% |