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 35-0145825 | Recordkeeping | $11,165 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,382 | $46,173-64.5% | $170,442-90.4% | $69,631-76.5% |
| Participation rate | 81.6% | 63.9%+17.7pp | 83.6%-2.0pp | 70.7%+10.9pp |
| Annual return | 11.87% | 21.62%-9.8pp | 205.93%-194.1pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $784 | $1,610-51.3% | $5,433-85.6% | $2,032-61.4% |
| Participant deferral / active EE | $689 | $2,080-66.9% | $4,939-86.0% | $3,224-78.6% |
| Admin fee / account holder | $31 | $116-73.7% | $13,880-99.8% | $110-72.3% |