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 | $18,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,200 | $65,435-50.8% | $86,677-62.9% | $66,914-51.9% |
| Participation rate | 91.2% | 75.5%+15.7pp | 76.6%+14.6pp | 69.8%+21.4pp |
| Annual return | -15.69% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,730 | $2,153+73.2% | $2,836+31.5% | $2,544+46.6% |
| Participant deferral / active EE | $3,214 | $4,100-21.6% | $4,656-31.0% | $4,237-24.1% |
| Admin fee / account holder | $175 | $642-72.7% | $7,493-97.7% | $593-70.5% |