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 | $27,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,674 | $58,879-54.7% | $178,490-85.1% | $73,488-63.7% |
| Participation rate | 82.1% | 66.2%+15.9pp | 81.9%+0.2pp | 70.7%+11.5pp |
| Annual return | 18.89% | 24.86%-6.0pp | 151.07%-132.2pp | 28.51%-9.6pp |
| Employer contribution / active EE | $955 | $2,236-57.3% | $5,011-80.9% | $2,270-57.9% |
| Participant deferral / active EE | $2,672 | $2,567+4.1% | $5,202-48.6% | $3,740-28.5% |
| Admin fee / account holder | $218 | $400-45.7% | $13,984-98.4% | $513-57.6% |