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 8-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 13-3689044 | Recordkeeping | $16,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,156 | $109,881-10.7% | $150,045-34.6% | $84,808+15.7% |
| Participation rate | 78.8% | 76.1%+2.7pp | 82.3%-3.5pp | 68.3%+10.5pp |
| Annual return | 17.61% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,471 | $3,561-2.5% | $4,693-26.0% | $2,631+31.9% |
| Participant deferral / active EE | $7,672 | $6,636+15.6% | $7,997-4.1% | $4,212+82.2% |
| Admin fee / account holder | $166 | $8,568-98.1% | $13,435-98.8% | $7,344-97.7% |