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 | $39,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,496 | $60,323-8.0% | $81,812-32.2% | $74,495-25.5% |
| Participation rate | 96.0% | 62.9%+33.2pp | 72.3%+23.7pp | 67.2%+28.8pp |
| Annual return | 14.69% | 16.90%-2.2pp | 773.79%-759.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $4,537 | $2,620+73.1% | $2,912+55.8% | $2,623+73.0% |
| Participant deferral / active EE | $1,986 | $3,387-41.4% | $4,319-54.0% | $4,346-54.3% |
| Admin fee / account holder | $158 | $1,486-89.4% | $7,386-97.9% | $1,942-91.9% |