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 | $9,053 |
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 | $24,988 | $58,879-57.6% | $178,490-86.0% | $73,488-66.0% |
| Participation rate | 96.5% | 66.2%+30.3pp | 81.9%+14.6pp | 70.7%+25.9pp |
| Annual return | 13.10% | 24.86%-11.8pp | 151.07%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,569 | $2,236-29.9% | $5,011-68.7% | $2,270-30.9% |
| Participant deferral / active EE | $1,544 | $2,567-39.9% | $5,202-70.3% | $3,740-58.7% |
| Admin fee / account holder | $33 | $400-91.7% | $13,984-99.8% | $513-93.5% |