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) | $0 |
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 | $63,736 | $52,639+21.1% | $185,117-65.6% | $62,292+2.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 14.91% | 19.57%-4.7pp | 40.50%-25.6pp | 28.90%-14.0pp |
| Employer contribution / active EE | $4,384 | $1,483+195.7% | $4,182+4.8% | $2,042+114.7% |
| Participant deferral / active EE | $0 | $3,097-100.0% | $5,045-100.0% | $3,169-100.0% |
| Admin fee / account holder | $17 | $374-95.4% | $8,159-99.8% | $479-96.4% |