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 | $15,883 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,994 | $87,870-54.5% | $113,168-64.7% | $74,304-46.2% |
| Participation rate | 71.5% | 70.7%+0.8pp | 76.6%-5.1pp | 60.3%+11.2pp |
| Annual return | 5.10% | 26.44%-21.3pp | 24.27%-19.2pp | 29.43%-24.3pp |
| Employer contribution / active EE | $2,802 | $2,277+23.1% | $2,975-5.8% | $2,241+25.0% |
| Participant deferral / active EE | $3,262 | $4,241-23.1% | $5,107-36.1% | $3,767-13.4% |
| Admin fee / account holder | $99 | $3,368-97.1% | $12,068-99.2% | $2,969-96.7% |