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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,196 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,269 | $55,415-92.3% | $155,509-97.3% | $74,495-94.3% |
| Participation rate | 96.0% | 61.9%+34.1pp | 78.2%+17.8pp | 67.2%+28.8pp |
| Annual return | 0.00% | 268.50%-268.5pp | 64.67%-64.7pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $2,560 | $2,267+12.9% | $4,672-45.2% | $2,623-2.4% |
| Participant deferral / active EE | $1,672 | $2,836-41.0% | $5,626-70.3% | $4,346-61.5% |
| Admin fee / account holder | $9 | $1,738-99.5% | $15,912-99.9% | $1,942-99.5% |