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 27 · EIN 22-3675264 | Advisory (Plan) | $13,177 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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 | $141,343 | $75,183+88.0% | $123,892+14.1% | $55,167+156.2% |
| Participation rate | 98.5% | 72.8%+25.7pp | 81.4%+17.1pp | 69.0%+29.5pp |
| Annual return | 10.15% | 19.01%-8.9pp | 47.52%-37.4pp | 169.23%-159.1pp |
| Employer contribution / active EE | $3,527 | $2,823+24.9% | $4,617-23.6% | $1,963+79.7% |
| Participant deferral / active EE | $7,952 | $5,084+56.4% | $5,984+32.9% | $3,054+160.4% |
| Admin fee / account holder | $80 | $663-87.9% | $8,357-99.0% | $504-84.1% |