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 27 · EIN 26-1204987 | Advisory (Plan) | $19,385 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,179 |
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 | $26,702 | $56,972-53.1% | $182,532-85.4% | $65,185-59.0% |
| Participation rate | 83.7% | 66.5%+17.2pp | 78.0%+5.7pp | 70.2%+13.5pp |
| Annual return | 19.89% | 27.67%-7.8pp | 148.54%-128.6pp | 29.38%-9.5pp |
| Employer contribution / active EE | $576 | $1,615-64.3% | $4,076-85.9% | $2,177-73.5% |
| Participant deferral / active EE | $2,484 | $3,526-29.5% | $5,524-55.0% | $3,514-29.3% |
| Admin fee / account holder | $123 | $528-76.7% | $8,592-98.6% | $847-85.5% |