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 27-0293282 12276 SAN JOSE BLVD. · JACKSONVILLE, FL 32223 | Recordkeeping | $14,775 |
Service code 15 · EIN 13-3689044 100 MANHATTAN ROAD, SUITE 3 · PURCHASE, NY 10577 | Recordkeeping | $11,182 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,919 | $105,181-77.3% | $159,436-85.0% | $85,850-72.1% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 14.54% | 45.07%-30.5pp | 263.57%-249.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $3 | $3,318-99.9% | $4,829-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $3,403 | $5,945-42.8% | $7,352-53.7% | $3,952-13.9% |
| Admin fee / account holder | $137 | $6,933-98.0% | $10,799-98.7% | $6,260-97.8% |