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 49 · EIN 93-0987232 | Other Services | $17,476 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,710 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $37,396 | $89,652-58.3% | $141,162-73.5% | $65,185-42.6% |
| Participation rate | 94.8% | 74.7%+20.1pp | 82.5%+12.3pp | 70.2%+24.6pp |
| Annual return | 21.15% | 32.79%-11.6pp | 71.39%-50.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,594 | $3,065-48.0% | $4,735-66.3% | $2,177-26.8% |
| Participant deferral / active EE | $5,616 | $5,691-1.3% | $6,709-16.3% | $3,514+59.8% |
| Admin fee / account holder | $54 | $569-90.6% | $10,261-99.5% | $847-93.7% |