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 6-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 39-6040276 | Recordkeeping Fees | $13,848 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,483 | $53,165-72.8% | $86,188-83.2% | $74,419-80.5% |
| Participation rate | 80.0% | 64.9%+15.1pp | 69.0%+11.0pp | 70.7%+9.3pp |
| Annual return | 15.30% | 22.64%-7.3pp | 1168.45%-1153.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $367 | $1,210-69.7% | $2,380-84.6% | $2,637-86.1% |
| Participant deferral / active EE | $3,078 | $3,234-4.8% | $3,985-22.8% | $4,528-32.0% |
| Admin fee / account holder | $59 | $551-89.2% | $6,852-99.1% | $348-83.0% |