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 | $11,549 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,896 | $60,989+211.4% | $60,874+211.9% | $66,914+183.8% |
| Participation rate | 84.6% | 74.5%+10.1pp | 73.1%+11.5pp | 69.8%+14.8pp |
| Annual return | -8.59% | -9.60%+1.0pp | 16.90%-25.5pp | 1.58%-10.2pp |
| Employer contribution / active EE | $3,267 | $2,661+22.8% | $2,701+20.9% | $2,544+28.4% |
| Participant deferral / active EE | $3,426 | $3,615-5.2% | $3,817-10.2% | $4,237-19.1% |
| Admin fee / account holder | $2 | $338-99.3% | $3,224-99.9% | $593-99.6% |