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 30-0219031 | Recordkeeping | $61,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,594 | $102,197-28.0% | $142,449-48.3% | $74,419-1.1% |
| Participation rate | 98.4% | 79.8%+18.6pp | 76.8%+21.6pp | 70.7%+27.7pp |
| Annual return | 18.73% | 19.73%-1.0pp | 19.99%-1.3pp | 34.38%-15.6pp |
| Employer contribution / active EE | $2,317 | $5,052-54.1% | $4,847-52.2% | $2,637-12.2% |
| Participant deferral / active EE | $3,835 | $6,304-39.2% | $6,283-39.0% | $4,528-15.3% |
| Admin fee / account holder | $156 | $186-16.0% | $10,011-98.4% | $348-55.1% |