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 15 · EIN 16-1450952 | Recordkeeping | $18,317 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,068 | $62,127-37.1% | $81,382-52.0% | $74,495-47.6% |
| Participation rate | 96.4% | 64.0%+32.4pp | 69.5%+26.9pp | 67.2%+29.2pp |
| Annual return | 12.27% | 16.48%-4.2pp | 24.73%-12.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,043 | $1,882+61.7% | $2,463+23.6% | $2,623+16.0% |
| Participant deferral / active EE | $4,890 | $3,229+51.4% | $3,883+25.9% | $4,346+12.5% |
| Admin fee / account holder | $150 | $1,934-92.3% | $5,768-97.4% | $1,942-92.3% |