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 01-0233346 | Recordkeeping | $30,150 |
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 | $3,266 | $27,839-88.3% | $58,482-94.4% | $71,457-95.4% |
| Participation rate | 99.2% | 34.5%+64.6pp | 50.9%+48.3pp | 67.9%+31.2pp |
| Annual return | 20.23% | 26.81%-6.6pp | 4239.32%-4219.1pp | 28.85%-8.6pp |
| Employer contribution / active EE | $826 | $631+31.0% | $1,053-21.6% | $2,588-68.1% |
| Participant deferral / active EE | $866 | $1,206-28.2% | $1,924-55.0% | $4,289-79.8% |
| Admin fee / account holder | $127 | $1,641-92.3% | $2,516-95.0% | $1,587-92.0% |