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) | $5,456 |
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 | $73,240 | $81,537-10.2% | $149,718-51.1% | $69,631+5.2% |
| Participation rate | 73.3% | 86.1%-12.9pp | 87.1%-13.8pp | 70.7%+2.6pp |
| Annual return | 19.02% | 22.79%-3.8pp | 1501.63%-1482.6pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $2,934 | $3,239-9.4% | $5,445-46.1% | $2,032+44.4% |
| Participant deferral / active EE | $5,777 | $4,994+15.7% | $6,569-12.0% | $3,224+79.2% |
| Admin fee / account holder | $18 | $107-82.9% | $11,283-99.8% | $110-83.5% |