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 13-3689044 | Recordkeeping | $16,443 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,577 | $93,571+54.5% | $135,903+6.4% | $75,163+92.3% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 16.46% | 30.90%-14.4pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,392 | $3,537-32.4% | $4,856-50.7% | $2,670-10.4% |
| Participant deferral / active EE | $8,150 | $6,404+27.3% | $7,758+5.1% | $4,125+97.6% |
| Admin fee / account holder | $149 | $6,975-97.9% | $10,762-98.6% | $5,651-97.4% |