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 | $38,261 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,414 | $61,272-38.9% | $149,673-75.0% | $71,457-47.6% |
| Participation rate | 72.0% | 62.5%+9.5pp | 78.8%-6.7pp | 67.9%+4.1pp |
| Annual return | 19.58% | 35.85%-16.3pp | 134.42%-114.8pp | 28.85%-9.3pp |
| Employer contribution / active EE | $1,193 | $2,378-49.8% | $4,818-75.2% | $2,588-53.9% |
| Participant deferral / active EE | $2,470 | $2,917-15.3% | $5,680-56.5% | $4,289-42.4% |
| Admin fee / account holder | $5 | $1,261-99.6% | $13,210-100.0% | $1,587-99.7% |