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 15 · EIN 01-0233346 | Recordkeeping | $496 |
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 | $55,694 | $56,199-0.9% | $67,652-17.7% | $59,632-6.6% |
| Participation rate | 71.4% | 71.5%0pp | 75.7%-4.2pp | 68.7%+2.8pp |
| Annual return | -0.29% | 18505.31%-18505.6pp | 6625.04%-6625.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $983 | $1,614-39.1% | $2,266-56.6% | $2,203-55.4% |
| Participant deferral / active EE | $2,161 | $2,844-24.0% | $3,560-39.3% | $3,192-32.3% |
| Admin fee / account holder | $246 | $3,958-93.8% | $4,821-94.9% | $4,297-94.3% |