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 | $156 |
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 | $176,102 | $89,355+97.1% | $141,162+24.8% | $72,985+141.3% |
| Participation rate | 78.4% | 75.1%+3.2pp | 82.5%-4.1pp | 69.5%+8.9pp |
| Annual return | 21.30% | 111.85%-90.5pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,872 | $3,114-39.9% | $4,735-60.5% | $2,440-23.3% |
| Participant deferral / active EE | $6,739 | $5,418+24.4% | $6,709+0.4% | $3,607+86.8% |
| Admin fee / account holder | $174 | $5,958-97.1% | $10,261-98.3% | $5,124-96.6% |