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 | $23,517 |
ACCEL WEALTH MANAGEMENT3 years Service code 99 · EIN 83-0742869 | Other Fees | $13,139 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,215 | $49,915-53.5% | $154,803-85.0% | $74,304-68.8% |
| Participation rate | 77.8% | 54.0%+23.8pp | 78.1%-0.3pp | 60.3%+17.4pp |
| Annual return | 17.25% | 34.06%-16.8pp | 58.88%-41.6pp | 29.43%-12.2pp |
| Employer contribution / active EE | $678 | $1,611-57.9% | $4,305-84.3% | $2,241-69.7% |
| Participant deferral / active EE | $1,905 | $2,255-15.5% | $5,540-65.6% | $3,767-49.4% |
| Admin fee / account holder | $114 | $2,189-94.8% | $14,329-99.2% | $2,969-96.2% |