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 | $49,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,326 | $58,879-17.9% | $178,490-72.9% | $73,488-34.2% |
| Participation rate | 86.0% | 66.2%+19.7pp | 81.9%+4.0pp | 70.7%+15.3pp |
| Annual return | 17.43% | 24.86%-7.4pp | 151.07%-133.6pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,936 | $2,236-13.4% | $5,011-61.4% | $2,270-14.7% |
| Participant deferral / active EE | $3,643 | $2,567+41.9% | $5,202-30.0% | $3,740-2.6% |
| Admin fee / account holder | $6 | $400-98.5% | $13,984-100.0% | $513-98.8% |