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 | $102 |
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 | $155,893 | $80,753+93.0% | $136,294+14.4% | $62,292+150.3% |
| Participation rate | 70.0% | 73.5%-3.5pp | 81.9%-11.9pp | 69.5%+0.5pp |
| Annual return | 15.67% | 35.83%-20.2pp | 5155.94%-5140.3pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,750 | $2,884-39.3% | $4,695-62.7% | $2,042-14.3% |
| Participant deferral / active EE | $6,234 | $5,164+20.7% | $6,247-0.2% | $3,169+96.7% |
| Admin fee / account holder | $156 | $525-70.2% | $9,243-98.3% | $479-67.4% |