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 04-2647786 | Recordkeeping Fees | $22,074 |
Service code 27 · EIN 39-1794957 | Advisory (Plan) | $21,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,706 | $76,050-55.7% | $96,544-65.1% | $71,457-52.8% |
| Participation rate | 71.8% | 74.4%-2.6pp | 76.0%-4.2pp | 67.9%+3.9pp |
| Annual return | 20.92% | 22.81%-1.9pp | 25.84%-4.9pp | 28.85%-7.9pp |
| Employer contribution / active EE | $754 | $2,244-66.4% | $2,965-74.6% | $2,588-70.9% |
| Participant deferral / active EE | $2,671 | $4,215-36.6% | $4,851-44.9% | $4,289-37.7% |
| Admin fee / account holder | $209 | $2,707-92.3% | $8,252-97.5% | $1,587-86.9% |