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 6-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 26 · EIN 23-2286563 | Advisory (Participants) | $29,349 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $8,967 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,220 | $50,982-66.2% | $154,803-88.9% | $85,563-79.9% |
| Participation rate | 85.5% | 59.8%+25.7pp | 78.1%+7.4pp | 66.0%+19.5pp |
| Annual return | 16.32% | 30.35%-14.0pp | 58.88%-42.6pp | 31.51%-15.2pp |
| Employer contribution / active EE | $310 | $1,708-81.8% | $4,305-92.8% | $2,654-88.3% |
| Participant deferral / active EE | $2,576 | $2,474+4.1% | $5,540-53.5% | $4,375-41.1% |
| Admin fee / account holder | $148 | $846-82.5% | $14,329-99.0% | $834-82.3% |