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 | $506 |
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 | $30,809 | $43,423-29.0% | $78,689-60.8% | $55,167-44.2% |
| Participation rate | 73.7% | 68.0%+5.7pp | 73.6%+0.1pp | 69.0%+4.7pp |
| Annual return | 7.68% | 11.53%-3.8pp | 62.18%-54.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,112 | $1,997-44.3% | $2,851-61.0% | $1,963-43.4% |
| Participant deferral / active EE | $1,957 | $2,509-22.0% | $3,517-44.3% | $3,054-35.9% |
| Admin fee / account holder | $16 | $416-96.2% | $4,510-99.6% | $504-96.8% |