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 35-0145825 | Recordkeeping | $50,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,378 | $62,327-51.3% | $120,354-74.8% | $74,495-59.2% |
| Participation rate | 80.0% | 56.8%+23.2pp | 71.9%+8.1pp | 67.2%+12.8pp |
| Annual return | 14.77% | 18.61%-3.8pp | 107.15%-92.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,821 | $1,843-1.2% | $3,463-47.4% | $2,623-30.6% |
| Participant deferral / active EE | $2,808 | $2,893-2.9% | $4,991-43.7% | $4,346-35.4% |
| Admin fee / account holder | $17 | $2,396-99.3% | $9,423-99.8% | $1,942-99.1% |