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 | $17,202 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,952 | $101,317+24.3% | $146,958-14.3% | $74,495+69.1% |
| Participation rate | 85.3% | 75.5%+9.8pp | 82.2%+3.1pp | 67.2%+18.1pp |
| Annual return | 13.23% | 8730.91%-8717.7pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,087 | $3,810-45.2% | $4,933-57.7% | $2,623-20.4% |
| Participant deferral / active EE | $7,123 | $7,303-2.5% | $8,070-11.7% | $4,346+63.9% |
| Admin fee / account holder | $172 | $1,739-90.1% | $12,998-98.7% | $1,942-91.1% |