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 | $83,251 |
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 | $31,587 | $75,388-58.1% | $123,544-74.4% | $55,725-43.3% |
| Participation rate | 87.4% | 75.7%+11.7pp | 82.3%+5.1pp | 70.9%+16.5pp |
| Annual return | 8.98% | 4.48%+4.5pp | 119.20%-110.2pp | 244.93%-235.9pp |
| Employer contribution / active EE | $3,367 | $3,063+9.9% | $4,628-27.2% | $2,078+62.0% |
| Participant deferral / active EE | $3,109 | $5,651-45.0% | $6,426-51.6% | $3,356-7.3% |
| Admin fee / account holder | $182 | $120+51.7% | $9,284-98.0% | $115+57.7% |