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 |
|---|---|---|
DEFINITI LLC2 years Service code 15 · EIN 85-0833363 | Recordkeeping | $3,743 |
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 | $33,371 | $55,415-39.8% | $155,509-78.5% | $74,495-55.2% |
| Participation rate | 71.3% | 61.9%+9.3pp | 78.2%-6.9pp | 67.2%+4.0pp |
| Annual return | 13.59% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,245 | $2,267-1.0% | $4,672-52.0% | $2,623-14.4% |
| Participant deferral / active EE | $3,418 | $2,836+20.5% | $5,626-39.2% | $4,346-21.3% |
| Admin fee / account holder | -$76 | $1,738-104.4% | $15,912-100.5% | $1,942-103.9% |