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 | $288,775 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,565 | $62,544-68.7% | $129,207-84.9% | $199,593-90.2% |
| Participation rate | 98.4% | 56.8%+41.6pp | 69.6%+28.8pp | 72.0%+26.4pp |
| Annual return | 12.43% | 16.95%-4.5pp | 9417.33%-9404.9pp | 34.25%-21.8pp |
| Employer contribution / active EE | $1,254 | $2,394-47.6% | $4,153-69.8% | $3,034-58.7% |
| Participant deferral / active EE | $2,675 | $3,123-14.4% | $4,168-35.8% | $5,087-47.4% |
| Admin fee / account holder | $98 | $167-41.4% | $7,715-98.7% | $269-63.6% |