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 | $34,026 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,642 | $100,801-64.6% | $149,696-76.2% | $73,409-51.4% |
| Participation rate | 85.4% | 77.7%+7.7pp | 82.5%+3.0pp | 72.2%+13.3pp |
| Annual return | 3.42% | 265.34%-261.9pp | 276.60%-273.2pp | 59.29%-55.9pp |
| Employer contribution / active EE | $3,923 | $3,312+18.5% | $4,644-15.5% | $2,234+75.6% |
| Participant deferral / active EE | $3,828 | $6,404-40.2% | $6,842-44.1% | $3,805+0.6% |
| Admin fee / account holder | $58 | $181-67.9% | $9,309-99.4% | $158-63.3% |