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 26-0058143 | Recordkeeping | $14,854 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,162 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,434 | $101,317+72.2% | $146,958+18.7% | $74,495+134.2% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 15.75% | 8730.91%-8715.2pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $10,470 | $3,810+174.8% | $4,933+112.3% | $2,623+299.2% |
| Participant deferral / active EE | $9,985 | $7,303+36.7% | $8,070+23.7% | $4,346+129.8% |
| Admin fee / account holder | $80 | $1,739-95.4% | $12,998-99.4% | $1,942-95.9% |