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 | $171,459 |
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 | $25,419 | $44,989-43.5% | $170,442-85.1% | $77,958-67.4% |
| Participation rate | 99.5% | 64.6%+34.9pp | 83.6%+15.9pp | 71.6%+27.9pp |
| Annual return | 14.54% | 19.61%-5.1pp | 205.93%-191.4pp | 20.87%-6.3pp |
| Employer contribution / active EE | $2,160 | $1,466+47.3% | $5,433-60.2% | $2,310-6.5% |
| Participant deferral / active EE | $2,581 | $2,208+16.9% | $4,939-47.8% | $3,537-27.0% |
| Admin fee / account holder | $52 | $69-25.2% | $13,880-99.6% | $97-47.1% |