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 19 · EIN 51-0396365 | Securities Custodian | $16,432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,111 | $37,117+29.6% | $147,614-67.4% | $55,191-12.8% |
| Participation rate | 49.5% | 63.6%-14.1pp | 84.6%-35.1pp | 69.2%-19.6pp |
| Annual return | 0.86% | 3.44%-2.6pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $787 | $1,620-51.4% | $5,564-85.9% | $1,899-58.5% |
| Participant deferral / active EE | $1,507 | $1,985-24.1% | $4,895-69.2% | $3,046-50.5% |
| Admin fee / account holder | $66 | $86-22.9% | $11,611-99.4% | $91-27.4% |