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 13-5674085 | Recordkeeping | $16,923 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,790 | $79,171-40.9% | $102,423-54.3% | $74,495-37.2% |
| Participation rate | 81.6% | 74.8%+6.8pp | 76.5%+5.1pp | 67.2%+14.4pp |
| Annual return | 11.85% | 54.93%-43.1pp | 29.32%-17.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $3,439 | $2,362+45.6% | $3,023+13.8% | $2,623+31.1% |
| Participant deferral / active EE | $3,076 | $4,415-30.3% | $5,053-39.1% | $4,346-29.2% |
| Admin fee / account holder | $187 | $2,001-90.7% | $9,451-98.0% | $1,942-90.4% |