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 | $31,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,430 | $65,435+44.3% | $86,677+8.9% | $66,914+41.1% |
| Participation rate | 81.8% | 75.5%+6.4pp | 76.6%+5.2pp | 69.8%+12.0pp |
| Annual return | -17.11% | -10.89%-6.2pp | 35.91%-53.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,345 | $2,153-37.5% | $2,836-52.6% | $2,544-47.1% |
| Participant deferral / active EE | $4,882 | $4,100+19.1% | $4,656+4.9% | $4,237+15.2% |
| Admin fee / account holder | $238 | $642-62.9% | $7,493-96.8% | $593-59.8% |