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 71-0294708 | Recordkeeping Fees | $239,396 |
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 | $18,909 | $57,570-67.2% | $121,098-84.4% | $80,160-76.4% |
| Participation rate | 96.4% | 58.8%+37.5pp | 69.5%+26.9pp | 72.9%+23.4pp |
| Annual return | 17.59% | 20.42%-2.8pp | 985.75%-968.2pp | 40.38%-22.8pp |
| Employer contribution / active EE | $1,143 | $2,119-46.0% | $4,164-72.5% | $2,978-61.6% |
| Participant deferral / active EE | $2,388 | $3,092-22.8% | $4,080-41.5% | $5,017-52.4% |
| Admin fee / account holder | $92 | $121-24.1% | $5,644-98.4% | $145-36.6% |