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 15 · EIN 01-0233346 | Recordkeeping | $62,311 |
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 | $46,868 | $99,957-53.1% | $149,696-68.7% | $73,488-36.2% |
| Participation rate | 85.8% | 75.7%+10.1pp | 82.5%+3.3pp | 70.7%+15.1pp |
| Annual return | 31.10% | 53.87%-22.8pp | 276.60%-245.5pp | 28.51%+2.6pp |
| Employer contribution / active EE | $3,770 | $3,191+18.1% | $4,644-18.8% | $2,270+66.1% |
| Participant deferral / active EE | $8,737 | $6,073+43.9% | $6,842+27.7% | $3,740+133.7% |
| Admin fee / account holder | $5 | $551-99.0% | $9,309-99.9% | $513-98.9% |