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 | $3,000 |
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 | $36,162 | $52,639-31.3% | $185,117-80.5% | $62,292-41.9% |
| Participation rate | 98.5% | 63.9%+34.6pp | 77.3%+21.2pp | 69.5%+29.0pp |
| Annual return | 20.07% | 19.57%+0.5pp | 40.50%-20.4pp | 28.90%-8.8pp |
| Employer contribution / active EE | $3,196 | $1,483+115.6% | $4,182-23.6% | $2,042+56.5% |
| Participant deferral / active EE | $4,412 | $3,097+42.4% | $5,045-12.6% | $3,169+39.2% |
| Admin fee / account holder | $10 | $374-97.2% | $8,159-99.9% | $479-97.8% |