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 | $104 |
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 | $144,907 | $77,813+86.2% | $123,544+17.3% | $64,186+125.8% |
| Participation rate | 73.5% | 74.7%-1.2pp | 82.3%-8.8pp | 69.6%+3.9pp |
| Annual return | -4.65% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,758 | $3,014-41.7% | $4,628-62.0% | $2,381-26.2% |
| Participant deferral / active EE | $6,145 | $5,240+17.3% | $6,426-4.4% | $3,470+77.1% |
| Admin fee / account holder | $159 | $5,519-97.1% | $9,284-98.3% | $4,888-96.8% |