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 99 · EIN 86-3794991 | Other Fees | $7,183 |
Service code 99 · EIN 59-2937883 | Other Fees | $7,183 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $2,002 |
Annual investment return 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 | $24,375 | $86,655-71.9% | $119,609-79.6% | $66,914-63.6% |
| Participation rate | 95.2% | 75.6%+19.6pp | 79.3%+15.9pp | 69.8%+25.4pp |
| Annual return | -18.52% | -8.00%-10.5pp | -14.97%-3.6pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,049 | $2,536-58.6% | $4,232-75.2% | $2,544-58.8% |
| Participant deferral / active EE | $2,676 | $4,358-38.6% | $5,602-52.2% | $4,237-36.8% |
| Admin fee / account holder | $34 | $755-95.5% | $10,323-99.7% | $593-94.3% |