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 9-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 | $7,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,751 | $62,327-41.0% | $120,354-69.5% | $74,495-50.7% |
| Participation rate | 100.0% | 56.8%+43.2pp | 71.9%+28.1pp | 67.2%+32.8pp |
| Annual return | 12.36% | 18.61%-6.3pp | 107.15%-94.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,769 | $1,843-4.0% | $3,463-48.9% | $2,623-32.6% |
| Participant deferral / active EE | $2,276 | $2,893-21.3% | $4,991-54.4% | $4,346-47.6% |
| Admin fee / account holder | $41 | $2,396-98.3% | $9,423-99.6% | $1,942-97.9% |