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 15 · EIN 01-0233346 | Recordkeeping | $675 |
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 | $22,238 | $86,655-74.3% | $119,609-81.4% | $66,914-66.8% |
| Participation rate | 97.4% | 75.6%+21.8pp | 79.3%+18.1pp | 69.8%+27.6pp |
| Annual return | -14.39% | -8.00%-6.4pp | -14.97%+0.6pp | 1.58%-16.0pp |
| Employer contribution / active EE | $3,217 | $2,536+26.9% | $4,232-24.0% | $2,544+26.5% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $177 | $755-76.6% | $10,323-98.3% | $593-70.2% |