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 15 · EIN 13-3689044 | Recordkeeping | $36,105 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,626 |
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 | $76,750 | $111,608-31.2% | $177,821-56.8% | $73,409+4.6% |
| Participation rate | 75.9% | 87.9%-12.0pp | 87.7%-11.8pp | 72.2%+3.7pp |
| Annual return | 57.78% | 18.23%+39.6pp | 48.32%+9.5pp | 59.29%-1.5pp |
| Employer contribution / active EE | $2,950 | $3,796-22.3% | $5,918-50.1% | $2,234+32.1% |
| Participant deferral / active EE | $4,823 | $6,199-22.2% | $7,714-37.5% | $3,805+26.7% |
| Admin fee / account holder | $199 | $166+20.3% | $12,427-98.4% | $158+26.1% |