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 12 · EIN 23-3038464 | Recordkeeping and information managem... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,619 | $65,376+37.1% | $87,100+2.9% | $65,185+37.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 19.44% | 31.27%-11.8pp | 28.19%-8.8pp | 29.38%-9.9pp |
| Employer contribution / active EE | $9,615 | $1,822+427.6% | $2,521+281.4% | $2,177+341.8% |
| Participant deferral / active EE | $3,205 | $3,388-5.4% | $4,049-20.8% | $3,514-8.8% |
| Admin fee / account holder | $385 | $520-25.9% | $7,497-94.9% | $847-54.6% |