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 | $32,531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,516 | $61,156+102.0% | $185,823-33.5% | $79,386+55.6% |
| Participation rate | 96.3% | 66.6%+29.6pp | 81.7%+14.5pp | 70.7%+25.5pp |
| Annual return | 13.02% | 19.45%-6.4pp | 122.05%-109.0pp | 116.85%-103.8pp |
| Employer contribution / active EE | $3,346 | $2,321+44.2% | $5,167-35.2% | $2,427+37.8% |
| Participant deferral / active EE | $3,980 | $2,789+42.7% | $5,568-28.5% | $4,046-1.6% |
| Admin fee / account holder | $157 | $710-77.9% | $16,237-99.0% | $626-74.9% |