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 4-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 13-2624428 | Recordkeeping Fees | $8,113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,226 | $72,607+27.0% | $90,749+1.6% | $66,914+37.8% |
| Participation rate | 96.1% | 73.7%+22.4pp | 75.7%+20.4pp | 69.8%+26.3pp |
| Annual return | -14.86% | -12.28%-2.6pp | -12.16%-2.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,261 | $2,369-46.8% | $2,921-56.8% | $2,544-50.4% |
| Participant deferral / active EE | $2,663 | $3,977-33.0% | $4,564-41.6% | $4,237-37.1% |
| Admin fee / account holder | $65 | $707-90.7% | $8,445-99.2% | $593-89.0% |