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 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $212,179 |
KKDLY LLC4 years Service code 10 · EIN 99-0292355 | Accounting | $10,471 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,038 | $56,485+98.4% | $185,823-39.7% | $86,799+29.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 12.23% | 118.04%-105.8pp | 122.05%-109.8pp | 97.91%-85.7pp |
| Employer contribution / active EE | $2,416 | $1,843+31.1% | $5,167-53.2% | $2,405+0.5% |
| Participant deferral / active EE | $4,560 | $2,553+78.6% | $5,568-18.1% | $4,131+10.4% |
| Admin fee / account holder | $162 | $150+8.0% | $16,237-99.0% | $170-4.7% |