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 71-0294708 | Recordkeeping Fees | $17,218 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,831 | $79,171-43.4% | $102,423-56.2% | $74,495-39.8% |
| Participation rate | 73.8% | 74.8%-1.0pp | 76.5%-2.7pp | 67.2%+6.6pp |
| Annual return | 16.67% | 54.93%-38.3pp | 29.32%-12.6pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,496 | $2,362+5.7% | $3,023-17.4% | $2,623-4.8% |
| Participant deferral / active EE | $2,578 | $4,415-41.6% | $5,053-49.0% | $4,346-40.7% |
| Admin fee / account holder | $114 | $2,001-94.3% | $9,451-98.8% | $1,942-94.2% |