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 01-0233346 | Recordkeeping | $2,759 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,958 | $58,879-78.0% | $178,490-92.7% | $73,488-82.4% |
| Participation rate | 76.4% | 66.2%+10.1pp | 81.9%-5.6pp | 70.7%+5.7pp |
| Annual return | 17.43% | 24.86%-7.4pp | 151.07%-133.6pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,010 | $2,236-54.8% | $5,011-79.8% | $2,270-55.5% |
| Participant deferral / active EE | $1,727 | $2,567-32.7% | $5,202-66.8% | $3,740-53.8% |
| Admin fee / account holder | $9 | $400-97.8% | $13,984-99.9% | $513-98.3% |