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 13 · EIN 41-0417830 | Contract Administrator | $2,030 |
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 | $146,907 | $54,762+168.3% | $90,281+62.7% | $72,985+101.3% |
| Participation rate | 95.7% | 65.1%+30.6pp | 73.3%+22.5pp | 69.5%+26.3pp |
| Annual return | 23.01% | 30.63%-7.6pp | 78.10%-55.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $4,911 | $2,092+134.7% | $2,854+72.1% | $2,440+101.3% |
| Participant deferral / active EE | $7,622 | $2,887+164.0% | $3,885+96.2% | $3,607+111.3% |
| Admin fee / account holder | $16 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |