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 06-1050034 | Contract Administrator | $2,520 |
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 | $160,430 | $86,332+85.8% | $125,175+28.2% | $65,185+146.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 25.96% | 27.43%-1.5pp | 43.79%-17.8pp | 29.38%-3.4pp |
| Employer contribution / active EE | $1,857 | $2,040-8.9% | $3,865-52.0% | $2,177-14.7% |
| Participant deferral / active EE | $6,231 | $3,537+76.2% | $4,937+26.2% | $3,514+77.3% |
| Admin fee / account holder | $14 | $609-97.7% | $9,702-99.9% | $847-98.4% |