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 26 · EIN 71-0294708 | Advisory (Participants) | $438 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,997 | $42,548-3.6% | $74,550-45.0% | $56,287-27.2% |
| Participation rate | 87.2% | 60.5%+26.7pp | 69.1%+18.1pp | 69.9%+17.4pp |
| Annual return | -6.64% | 12.40%-19.0pp | 32.53%-39.2pp | -9.96%+3.3pp |
| Employer contribution / active EE | $777 | $855-9.1% | $1,961-60.4% | $2,111-63.2% |
| Participant deferral / active EE | $2,215 | $2,277-2.7% | $3,108-28.7% | $3,350-33.9% |
| Admin fee / account holder | $16 | $467-96.6% | $5,060-99.7% | $521-97.0% |