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 64 · EIN 04-2647786 | Recordkeeping Fees | $1,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,056 | $102,317-24.7% | $146,958-47.6% | $80,856-4.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.21% | 134.76%-116.6pp | 418.34%-400.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $5,384 | $3,713+45.0% | $4,933+9.1% | $2,755+95.4% |
| Participant deferral / active EE | $10,473 | $6,644+57.6% | $8,070+29.8% | $4,296+143.8% |
| Admin fee / account holder | $32 | $7,941-99.6% | $12,998-99.8% | $6,918-99.5% |