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 | $166 |
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 | $199,964 | $98,750+102.5% | $149,696+33.6% | $79,858+150.4% |
| Participation rate | 84.7% | 75.8%+8.9pp | 82.5%+2.2pp | 69.6%+15.1pp |
| Annual return | 15.37% | 27.43%-12.1pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,156 | $3,216-33.0% | $4,644-53.6% | $2,471-12.7% |
| Participant deferral / active EE | $6,951 | $5,680+22.4% | $6,842+1.6% | $3,740+85.9% |
| Admin fee / account holder | $182 | $6,053-97.0% | $9,309-98.0% | $5,306-96.6% |