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 | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,451 | $65,061-44.0% | $143,757-74.6% | $66,914-45.5% |
| Participation rate | 97.2% | 65.2%+32.1pp | 80.3%+16.9pp | 69.8%+27.4pp |
| Annual return | -17.46% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,663 | $2,361-29.6% | $4,951-66.4% | $2,544-34.6% |
| Participant deferral / active EE | $2,791 | $2,919-4.4% | $5,637-50.5% | $4,237-34.1% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |