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 35-0145825 | Recordkeeping | $48,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,098 | $130,194+57.5% | $169,993+20.7% | $71,457+187.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 15.29% | 20.37%-5.1pp | 53.37%-38.1pp | 28.85%-13.6pp |
| Employer contribution / active EE | $4,890 | $4,381+11.6% | $6,785-27.9% | $2,588+89.0% |
| Participant deferral / active EE | $6,749 | $6,923-2.5% | $10,408-35.2% | $4,289+57.4% |
| Admin fee / account holder | $2 | $966-99.8% | $12,815-100.0% | $1,587-99.9% |