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 26 · EIN 71-0294708 | Advisory (Participants) | $110,445 |
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 | $243,386 | $48,471+402.1% | $182,532+33.3% | $67,579+260.2% |
| Participation rate | 72.9% | 67.2%+5.8pp | 78.0%-5.0pp | 71.3%+1.7pp |
| Annual return | 24.80% | 31.08%-6.3pp | 148.54%-123.7pp | 378.56%-353.8pp |
| Employer contribution / active EE | $7,649 | $1,461+423.6% | $4,076+87.7% | $2,148+256.1% |
| Participant deferral / active EE | $8,053 | $3,324+142.2% | $5,524+45.8% | $3,539+127.5% |
| Admin fee / account holder | $223 | $151+47.6% | $8,592-97.4% | $142+56.8% |