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 13-2638166 | Advisory (Participants) | $12,881 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,925 |
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 | $59,675 | $55,453+7.6% | $170,442-65.0% | $62,292-4.2% |
| Participation rate | 87.3% | 66.4%+20.9pp | 83.6%+3.7pp | 69.5%+17.8pp |
| Annual return | 15.25% | 21.38%-6.1pp | 205.93%-190.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $8,536 | $2,164+294.5% | $5,433+57.1% | $2,042+318.0% |
| Participant deferral / active EE | $3,120 | $2,303+35.5% | $4,939-36.8% | $3,169-1.5% |
| Admin fee / account holder | $273 | $455-39.9% | $13,880-98.0% | $479-43.0% |