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 35-0145825 | Recordkeeping | $33,218 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,566 | $50,815-65.4% | $155,509-88.7% | $77,643-77.4% |
| Participation rate | 86.6% | 63.1%+23.4pp | 78.2%+8.4pp | 70.6%+16.0pp |
| Annual return | 24.96% | 34.80%-9.8pp | 64.67%-39.7pp | 31.24%-6.3pp |
| Employer contribution / active EE | $664 | $1,993-66.7% | $4,672-85.8% | $2,726-75.7% |
| Participant deferral / active EE | $1,397 | $2,822-50.5% | $5,626-75.2% | $4,647-69.9% |
| Admin fee / account holder | $17 | $437-96.2% | $15,912-99.9% | $430-96.1% |