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 | $29,092 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,109 | $65,061-70.6% | $143,757-86.7% | $66,914-71.4% |
| Participation rate | 93.7% | 65.2%+28.5pp | 80.3%+13.4pp | 69.8%+23.9pp |
| Annual return | -14.46% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,542 | $2,361-34.7% | $4,951-68.9% | $2,544-39.4% |
| Participant deferral / active EE | $1,942 | $2,919-33.5% | $5,637-65.6% | $4,237-54.2% |
| Admin fee / account holder | $141 | $502-72.0% | $14,673-99.0% | $593-76.3% |