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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,223 | $88,083-32.8% | $164,813-64.1% | $74,495-20.5% |
| Participation rate | 85.2% | 73.0%+12.2pp | 78.6%+6.6pp | 67.2%+18.0pp |
| Annual return | 19.26% | 17.26%+2.0pp | 69.93%-50.7pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $527 | $2,593-79.7% | $4,341-87.9% | $2,623-79.9% |
| Participant deferral / active EE | $2,384 | $4,498-47.0% | $6,031-60.5% | $4,346-45.2% |
| Admin fee / account holder | $16 | $2,234-99.3% | $12,690-99.9% | $1,942-99.2% |