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 | $48,636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,835 | $69,477+101.3% | $94,646+47.7% | $71,457+95.7% |
| Participation rate | 76.1% | 78.4%-2.4pp | 80.8%-4.7pp | 67.9%+8.2pp |
| Annual return | 19.34% | 29.66%-10.3pp | 156.71%-137.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $6,194 | $2,853+117.1% | $3,672+68.7% | $2,588+139.4% |
| Participant deferral / active EE | $8,913 | $7,345+21.4% | $7,418+20.2% | $4,289+107.8% |
| Admin fee / account holder | $8 | $1,210-99.4% | $7,231-99.9% | $1,587-99.5% |