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 | $2,350 |
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 | $41,507 | $50,898-18.4% | $171,082-75.7% | $55,167-24.8% |
| Participation rate | 96.7% | 63.3%+33.4pp | 76.7%+20.0pp | 69.0%+27.7pp |
| Annual return | 6.84% | 15.34%-8.5pp | 32.56%-25.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,458 | $1,433+1.7% | $4,002-63.6% | $1,963-25.7% |
| Participant deferral / active EE | $2,966 | $2,994-0.9% | $4,797-38.2% | $3,054-2.9% |
| Admin fee / account holder | $12 | $500-97.6% | $8,520-99.9% | $504-97.6% |