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 |
|---|---|---|
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $25,700 |
Service code 50 · EIN 04-1590850 | Direct Payment | $350 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $39,583 | $44,989-12.0% | $170,442-76.8% | $77,958-49.2% |
| Participation rate | 73.8% | 64.6%+9.2pp | 83.6%-9.8pp | 71.6%+2.1pp |
| Annual return | 6.37% | 19.61%-13.2pp | 205.93%-199.6pp | 20.87%-14.5pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $12 | $69-81.9% | $13,880-99.9% | $97-87.2% |