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 10 · EIN 05-0409384 | Accounting | $9,340 |
Service code 16 · EIN 43-1451524 | Consulting | $5,525 |
Service code 60 | Sub-TA Fees | $0 |
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 | $123,340 | $69,159+78.3% | $125,175-1.5% | $67,579+82.5% |
| Participation rate | 97.3% | 78.2%+19.1pp | 79.8%+17.5pp | 71.3%+26.0pp |
| Annual return | 21.59% | 27.12%-5.5pp | 43.79%-22.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $3,764 | $2,023+86.0% | $3,865-2.6% | $2,148+75.2% |
| Participant deferral / active EE | $7,818 | $3,700+111.3% | $4,937+58.4% | $3,539+120.9% |
| Admin fee / account holder | $0 | $142-100.0% | $9,702-100.0% | $142-100.0% |