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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,815 |
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 | $7,433 | $50,815-85.4% | $155,509-95.2% | $77,643-90.4% |
| Participation rate | 73.2% | 63.1%+10.0pp | 78.2%-5.0pp | 70.6%+2.6pp |
| Annual return | 91.33% | 34.80%+56.5pp | 64.67%+26.7pp | 31.24%+60.1pp |
| Employer contribution / active EE | $596 | $1,993-70.1% | $4,672-87.2% | $2,726-78.1% |
| Participant deferral / active EE | $2,335 | $2,822-17.3% | $5,626-58.5% | $4,647-49.8% |
| Admin fee / account holder | $17 | $437-96.1% | $15,912-99.9% | $430-96.0% |