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 | $9,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,080 | $66,528-24.7% | $86,874-42.4% | $86,799-42.3% |
| Participation rate | 80.5% | 72.4%+8.1pp | 71.6%+8.8pp | 72.3%+8.2pp |
| Annual return | 25.54% | 19.56%+6.0pp | 63.52%-38.0pp | 97.91%-72.4pp |
| Employer contribution / active EE | $1,579 | $2,007-21.3% | $2,495-36.7% | $2,405-34.3% |
| Participant deferral / active EE | $2,458 | $3,240-24.1% | $3,699-33.6% | $4,131-40.5% |
| Admin fee / account holder | $33 | $148-77.5% | $5,828-99.4% | $170-80.4% |