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 | $5,909 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,451 | $55,415+128.2% | $155,509-18.7% | $74,495+69.7% |
| Participation rate | 71.4% | 61.9%+9.5pp | 78.2%-6.8pp | 67.2%+4.2pp |
| Annual return | 17.73% | 268.50%-250.8pp | 64.67%-46.9pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $1,609 | $2,267-29.0% | $4,672-65.6% | $2,623-38.7% |
| Participant deferral / active EE | $5,074 | $2,836+78.9% | $5,626-9.8% | $4,346+16.8% |
| Admin fee / account holder | $38 | $1,738-97.8% | $15,912-99.8% | $1,942-98.0% |