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 | $1,240 |
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 | $117,240 | $89,652+30.8% | $141,162-16.9% | $65,185+79.9% |
| Participation rate | 74.8% | 74.7%+0.1pp | 82.5%-7.6pp | 70.2%+4.6pp |
| Annual return | 21.55% | 32.79%-11.2pp | 71.39%-49.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,112 | $3,065-63.7% | $4,735-76.5% | $2,177-48.9% |
| Participant deferral / active EE | $6,929 | $5,691+21.7% | $6,709+3.3% | $3,514+97.2% |
| Admin fee / account holder | $88 | $569-84.5% | $10,261-99.1% | $847-89.6% |