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 36-4389114 | Recordkeeping | $23,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,264 | $49,915-45.4% | $154,803-82.4% | $74,304-63.3% |
| Participation rate | 89.1% | 54.0%+35.1pp | 78.1%+11.0pp | 60.3%+28.7pp |
| Annual return | 16.85% | 34.06%-17.2pp | 58.88%-42.0pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,624 | $1,611+0.8% | $4,305-62.3% | $2,241-27.5% |
| Participant deferral / active EE | $2,299 | $2,255+2.0% | $5,540-58.5% | $3,767-39.0% |
| Admin fee / account holder | $136 | $2,189-93.8% | $14,329-99.1% | $2,969-95.4% |