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 64 · EIN 04-2647786 | Recordkeeping Fees | $41,868 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,508 | $58,879+179.4% | $178,490-7.8% | $73,488+123.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.10% | 24.86%-9.8pp | 151.07%-136.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $6,311 | $2,236+182.2% | $5,011+25.9% | $2,270+178.0% |
| Participant deferral / active EE | $5,712 | $2,567+122.5% | $5,202+9.8% | $3,740+52.8% |
| Admin fee / account holder | $156 | $400-61.1% | $13,984-98.9% | $513-69.7% |