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 13-3689044 | Recordkeeping | $8,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,310 | $86,944+10.8% | $107,525-10.4% | $74,304+29.6% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 16.45% | 23.52%-7.1pp | 181.32%-164.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,260 | $2,757-18.0% | $3,754-39.8% | $2,241+0.8% |
| Participant deferral / active EE | $7,764 | $3,554+118.5% | $5,116+51.8% | $3,767+106.1% |
| Admin fee / account holder | $33 | $3,727-99.1% | $8,919-99.6% | $2,969-98.9% |