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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,950 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,259 | $45,283-4.5% | $155,790-72.2% | $52,331-17.3% |
| Participation rate | 71.9% | 62.2%+9.7pp | 76.1%-4.2pp | 68.1%+3.8pp |
| Annual return | 1.20% | 1.80%-0.6pp | 71.54%-70.3pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,262 | $1,329-5.0% | $3,836-67.1% | $1,882-32.9% |
| Participant deferral / active EE | $2,264 | $2,854-20.7% | $4,797-52.8% | $3,022-25.1% |
| Admin fee / account holder | $12 | $981-98.8% | $7,478-99.8% | $592-98.0% |