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 |
|---|---|---|
PB&H6 years Service code 15 · EIN 74-1130599 | Recordkeeping | $12,225 |
Annual investment return 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 | $115,908 | $108,549+6.8% | $156,263-25.8% | $85,563+35.5% |
| Participation rate | 98.5% | 77.1%+21.4pp | 78.9%+19.6pp | 66.0%+32.6pp |
| Annual return | -3.48% | 21.79%-25.3pp | 59.47%-62.9pp | 31.51%-35.0pp |
| Employer contribution / active EE | $2,038 | $2,690-24.2% | $4,333-53.0% | $2,654-23.2% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $17 | $650-97.4% | $14,255-99.9% | $834-98.0% |