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 | $63,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,007 | $79,013+105.0% | $100,391+61.4% | $74,495+117.5% |
| Participation rate | 77.8% | 79.5%-1.7pp | 81.5%-3.7pp | 67.2%+10.6pp |
| Annual return | 16.03% | 20.41%-4.4pp | 49.20%-33.2pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $7,247 | $3,021+139.9% | $3,942+83.9% | $2,623+176.3% |
| Participant deferral / active EE | $9,511 | $7,760+22.6% | $8,082+17.7% | $4,346+118.9% |
| Admin fee / account holder | $10 | $1,320-99.2% | $7,899-99.9% | $1,942-99.5% |