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 10-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 04-2647786 | Recordkeeping Fees | $16,917 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,363 | $63,764+87.2% | $81,930+45.7% | $79,858+49.5% |
| Participation rate | 75.3% | 67.5%+7.8pp | 72.0%+3.3pp | 69.6%+5.7pp |
| Annual return | 14.11% | 22.66%-8.6pp | 29.49%-15.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,854 | $1,795+59.0% | $4,310-33.8% | $2,471+15.5% |
| Participant deferral / active EE | $5,834 | $2,780+109.8% | $7,107-17.9% | $3,740+56.0% |
| Admin fee / account holder | $229 | $4,426-94.8% | $5,158-95.6% | $5,306-95.7% |