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 99 · EIN 04-2675571 | Other Fees | $40,540 |
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $3,475 |
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 | $128,369 | $55,449+131.5% | $83,848+53.1% | $56,287+128.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 9.03% | -1.38%+10.4pp | 850.88%-841.8pp | -9.96%+19.0pp |
| Employer contribution / active EE | $11,361 | $2,430+367.4% | $3,631+212.9% | $2,111+438.2% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $39 | $656-94.1% | $5,478-99.3% | $521-92.5% |