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 14 · EIN 23-0559393 | Plan Administrator | $32,262 |
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 | $74,254 | $111,608-33.5% | $177,821-58.2% | $73,409+1.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 19.13% | 18.23%+0.9pp | 48.32%-29.2pp | 59.29%-40.2pp |
| Employer contribution / active EE | $4,455 | $3,796+17.4% | $5,918-24.7% | $2,234+99.5% |
| Participant deferral / active EE | $4,475 | $6,199-27.8% | $7,714-42.0% | $3,805+17.6% |
| Admin fee / account holder | $78 | $166-52.9% | $12,427-99.4% | $158-50.6% |