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 8-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 13-3689044 | Recordkeeping | $146,585 |
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 | $16,273 | $58,778-72.3% | $129,207-87.4% | $77,643-79.0% |
| Participation rate | 95.7% | 59.2%+36.5pp | 69.6%+26.1pp | 70.6%+25.1pp |
| Annual return | 12.16% | 24.73%-12.6pp | 9417.33%-9405.2pp | 31.24%-19.1pp |
| Employer contribution / active EE | $513 | $1,952-73.7% | $4,153-87.7% | $2,726-81.2% |
| Participant deferral / active EE | $2,605 | $3,212-18.9% | $4,168-37.5% | $4,647-44.0% |
| Admin fee / account holder | $168 | $589-71.5% | $7,715-97.8% | $430-61.0% |