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 19 · EIN 51-0396365 | Securities Custodian | $168,460 |
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 | $21,891 | $37,039-40.9% | $147,614-85.2% | $59,188-63.0% |
| Participation rate | 98.6% | 63.8%+34.8pp | 84.6%+13.9pp | 69.4%+29.1pp |
| Annual return | 1.15% | 7.19%-6.0pp | 61.98%-60.8pp | 5.51%-4.4pp |
| Employer contribution / active EE | $2,088 | $1,353+54.3% | $5,564-62.5% | $2,098-0.5% |
| Participant deferral / active EE | $2,427 | $2,094+15.9% | $4,895-50.4% | $3,265-25.6% |
| Admin fee / account holder | $58 | $60-4.1% | $11,611-99.5% | $92-37.4% |