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 | $7,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,426 | $54,701-57.2% | $86,188-72.8% | $71,457-67.2% |
| Participation rate | 86.9% | 60.1%+26.8pp | 69.0%+18.0pp | 67.9%+19.0pp |
| Annual return | 16.02% | 20.06%-4.0pp | 1168.45%-1152.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $715 | $1,265-43.5% | $2,380-70.0% | $2,588-72.4% |
| Participant deferral / active EE | $4,332 | $3,108+39.4% | $3,985+8.7% | $4,289+1.0% |
| Admin fee / account holder | $214 | $1,922-88.9% | $6,852-96.9% | $1,587-86.5% |