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 3-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 71-0294708 | Recordkeeping | $18,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,242 | $91,407-64.7% | $135,903-76.3% | $71,457-54.9% |
| Participation rate | 91.0% | 75.7%+15.3pp | 81.9%+9.0pp | 67.9%+23.0pp |
| Annual return | 36.95% | 29.90%+7.1pp | 68.23%-31.3pp | 28.85%+8.1pp |
| Employer contribution / active EE | $4,330 | $3,703+16.9% | $4,856-10.8% | $2,588+67.3% |
| Participant deferral / active EE | $8,840 | $7,092+24.7% | $7,758+14.0% | $4,289+106.1% |
| Admin fee / account holder | $81 | $1,266-93.6% | $10,762-99.2% | $1,587-94.9% |