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 | $47,498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,358 | $56,317+14.3% | $71,209-9.6% | $74,304-13.4% |
| Participation rate | 95.8% | 55.1%+40.7pp | 73.8%+22.0pp | 60.3%+35.4pp |
| Annual return | 17.87% | 42.83%-25.0pp | 282.51%-264.6pp | 29.43%-11.6pp |
| Employer contribution / active EE | $4,531 | $2,160+109.8% | $2,721+66.5% | $2,241+102.2% |
| Participant deferral / active EE | $2,322 | $2,788-16.7% | $4,175-44.4% | $3,767-38.4% |
| Admin fee / account holder | $180 | $2,290-92.1% | $5,349-96.6% | $2,969-93.9% |