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 9-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 26 · EIN 83-2819533 | Advisory (Participants) | $55,568 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $11,732 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,035 | $185,342-81.1% | $111,297-68.5% | $86,799-59.6% |
| Participation rate | 98.5% | 81.0%+17.5pp | 77.3%+21.2pp | 72.3%+26.2pp |
| Annual return | 16.84% | 500.80%-484.0pp | 54.65%-37.8pp | 97.91%-81.1pp |
| Employer contribution / active EE | $3,708 | $2,246+65.1% | $2,731+35.8% | $2,405+54.1% |
| Participant deferral / active EE | $4,032 | $4,458-9.6% | $4,487-10.1% | $4,131-2.4% |
| Admin fee / account holder | $216 | $255-15.4% | $7,964-97.3% | $170+27.5% |