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 5-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 71-0294708 | Recordkeeping Fees | $23,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,665 | $65,908-24.6% | $81,812-39.3% | $77,643-36.0% |
| Participation rate | 91.0% | 65.8%+25.2pp | 72.3%+18.6pp | 70.6%+20.4pp |
| Annual return | 15.76% | 26.64%-10.9pp | 773.79%-758.0pp | 31.24%-15.5pp |
| Employer contribution / active EE | $4,528 | $2,370+91.0% | $2,912+55.5% | $2,726+66.1% |
| Participant deferral / active EE | $7,994 | $3,505+128.0% | $4,319+85.1% | $4,647+72.0% |
| Admin fee / account holder | $33 | $526-93.7% | $7,386-99.6% | $430-92.3% |