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 64 · EIN 71-0294708 | Recordkeeping Fees | $4,591 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,902 | $79,171-16.8% | $102,423-35.7% | $74,495-11.5% |
| Participation rate | 93.6% | 74.8%+18.8pp | 76.5%+17.1pp | 67.2%+26.4pp |
| Annual return | 14.21% | 54.93%-40.7pp | 29.32%-15.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,054 | $2,362-13.1% | $3,023-32.1% | $2,623-21.7% |
| Participant deferral / active EE | $5,132 | $4,415+16.2% | $5,053+1.6% | $4,346+18.1% |
| Admin fee / account holder | $24 | $2,001-98.8% | $9,451-99.7% | $1,942-98.7% |