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 64 · EIN 04-2647786 | Recordkeeping Fees | $38,071 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $28,423 |
Participant contribution per participant 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 | $36,861 | $74,706-50.7% | $75,696-51.3% | $79,386-53.6% |
| Participation rate | 94.3% | 75.3%+18.9pp | 74.8%+19.4pp | 70.7%+23.6pp |
| Annual return | 13.21% | 18.52%-5.3pp | 104.53%-91.3pp | 116.85%-103.6pp |
| Employer contribution / active EE | $1,532 | $2,590-40.9% | $2,743-44.2% | $2,427-36.9% |
| Participant deferral / active EE | $1,134 | $3,533-67.9% | $3,821-70.3% | $4,046-72.0% |
| Admin fee / account holder | $237 | $374-36.6% | $3,619-93.4% | $626-62.1% |