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 04-2647786 | Recordkeeping Fees | $5,664 |
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 | $72,636 | $66,813+8.7% | $100,516-27.7% | $73,488-1.2% |
| Participation rate | 96.3% | 77.5%+18.8pp | 79.4%+16.9pp | 70.7%+25.6pp |
| Annual return | 18.47% | 25.70%-7.2pp | 30.89%-12.4pp | 28.51%-10.0pp |
| Employer contribution / active EE | $4,187 | $2,147+95.0% | $3,418+22.5% | $2,270+84.4% |
| Participant deferral / active EE | $9,067 | $5,883+54.1% | $6,270+44.6% | $3,740+142.5% |
| Admin fee / account holder | $21 | $512-95.9% | $8,081-99.7% | $513-95.9% |