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 64 · EIN 71-0294708 | Recordkeeping Fees | $2,450 |
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 | $36,940 | $50,385-26.7% | $75,670-51.2% | $62,292-40.7% |
| Participation rate | 98.3% | 67.7%+30.6pp | 72.3%+26.0pp | 69.5%+28.8pp |
| Annual return | 20.36% | 19.90%+0.5pp | 27.34%-7.0pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,790 | $1,537+16.4% | $2,352-23.9% | $2,042-12.3% |
| Participant deferral / active EE | $1,661 | $2,445-32.1% | $3,142-47.1% | $3,169-47.6% |
| Admin fee / account holder | $14 | $384-96.2% | $5,800-99.8% | $479-97.0% |