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 | $37,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,525 | $50,815-36.0% | $155,509-79.1% | $77,643-58.1% |
| Participation rate | 81.7% | 63.1%+18.6pp | 78.2%+3.5pp | 70.6%+11.1pp |
| Annual return | 17.55% | 34.80%-17.3pp | 64.67%-47.1pp | 31.24%-13.7pp |
| Employer contribution / active EE | $1,585 | $1,993-20.5% | $4,672-66.1% | $2,726-41.9% |
| Participant deferral / active EE | $2,047 | $2,822-27.4% | $5,626-63.6% | $4,647-55.9% |
| Admin fee / account holder | $14 | $437-96.7% | $15,912-99.9% | $430-96.7% |