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 9-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 30-0219031 | Recordkeeping | $10,074 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,253 | $84,936-3.2% | $111,297-26.1% | $79,386+3.6% |
| Participation rate | 98.3% | 75.9%+22.5pp | 77.3%+21.0pp | 70.7%+27.6pp |
| Annual return | 13.14% | 17.45%-4.3pp | 54.65%-41.5pp | 116.85%-103.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,116 | $3,888-19.9% | $4,487-30.6% | $4,046-23.0% |
| Admin fee / account holder | $46 | $537-91.4% | $7,964-99.4% | $626-92.6% |