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 | $33,703 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $110 |
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 | $46,678 | $37,196+25.5% | $154,107-69.7% | $55,725-16.2% |
| Participation rate | 90.8% | 64.1%+26.7pp | 83.0%+7.8pp | 70.9%+20.0pp |
| Annual return | -2.91% | 1319.68%-1322.6pp | 735.12%-738.0pp | 244.93%-247.8pp |
| Employer contribution / active EE | $932 | $1,614-42.2% | $5,298-82.4% | $2,078-55.1% |
| Participant deferral / active EE | $3,181 | $2,068+53.8% | $5,081-37.4% | $3,356-5.2% |
| Admin fee / account holder | $86 | $102-15.3% | $13,411-99.4% | $115-25.3% |