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 | $22,842 |
Service code 26 · EIN 27-3055170 | Advisory (Participants) | $15,660 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,166 | $65,061-44.4% | $143,757-74.8% | $66,914-46.0% |
| Participation rate | 70.5% | 65.2%+5.3pp | 80.3%-9.8pp | 69.8%+0.7pp |
| Annual return | -15.33% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,291 | $2,361-3.0% | $4,951-53.7% | $2,544-10.0% |
| Participant deferral / active EE | $2,054 | $2,919-29.6% | $5,637-63.6% | $4,237-51.5% |
| Admin fee / account holder | $127 | $502-74.6% | $14,673-99.1% | $593-78.5% |