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 | $75,383 |
Service code 10 · EIN 39-0747409 | Accounting | $9,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,438 | $79,700+8.5% | $153,485-43.7% | $74,495+16.0% |
| Participation rate | 98.4% | 69.8%+28.5pp | 77.1%+21.3pp | 67.2%+31.2pp |
| Annual return | 13.58% | 15.07%-1.5pp | 15.65%-2.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,407 | $4,016-40.1% | $5,039-52.2% | $2,623-8.2% |
| Participant deferral / active EE | $3,680 | $5,315-30.8% | $6,757-45.5% | $4,346-15.3% |
| Admin fee / account holder | $229 | $1,790-87.2% | $12,724-98.2% | $1,942-88.2% |