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 15 · EIN 30-0219031 | Recordkeeping | $8,447 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,765 | $73,638-13.4% | $95,952-33.5% | $73,488-13.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 26.15% | 16.78%+9.4pp | 91.61%-65.5pp | 28.51%-2.4pp |
| Employer contribution / active EE | $1,481 | $1,863-20.5% | $2,541-41.7% | $2,270-34.8% |
| Participant deferral / active EE | $1,947 | $3,617-46.2% | $4,167-53.3% | $3,740-47.9% |
| Admin fee / account holder | $50 | $482-89.6% | $6,795-99.3% | $513-90.3% |