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 39-6040276 | Recordkeeping Fees | $2,630 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,318 | $76,050-58.8% | $96,544-67.6% | $71,457-56.2% |
| Participation rate | 75.2% | 74.4%+0.7pp | 76.0%-0.8pp | 67.9%+7.2pp |
| Annual return | 26.96% | 22.81%+4.1pp | 25.84%+1.1pp | 28.85%-1.9pp |
| Employer contribution / active EE | $1,955 | $2,244-12.9% | $2,965-34.1% | $2,588-24.5% |
| Participant deferral / active EE | $3,302 | $4,215-21.7% | $4,851-31.9% | $4,289-23.0% |
| Admin fee / account holder | $24 | $2,707-99.1% | $8,252-99.7% | $1,587-98.5% |