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 7-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 66 · EIN 35-0145825 | Other insurance wrap fees; Insurance ... | $0 |
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 | $141,562 | $45,035+214.3% | $62,995+124.7% | $70,131+101.9% |
| Participation rate | 83.8% | 69.5%+14.3pp | 74.8%+9.0pp | 69.5%+14.2pp |
| Annual return | 16.59% | 18.76%-2.2pp | 87.57%-71.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,629 | $2,051-20.6% | $2,759-41.0% | $2,342-30.5% |
| Participant deferral / active EE | $4,852 | $2,465+96.9% | $3,329+45.7% | $3,332+45.6% |
| Admin fee / account holder | $7 | $2,834-99.7% | $3,600-99.8% | $4,645-99.8% |