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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.
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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 01-0233346 | Recordkeeping | $1,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,274 | $46,732-58.8% | $156,549-87.7% | $55,167-65.1% |
| Participation rate | 88.3% | 65.8%+22.5pp | 84.0%+4.3pp | 69.0%+19.3pp |
| Annual return | 6.55% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,596 | $2,105+23.3% | $5,501-52.8% | $1,963+32.3% |
| Participant deferral / active EE | $582 | $2,204-73.6% | $4,871-88.1% | $3,054-80.9% |
| Admin fee / account holder | $155 | $418-62.9% | $13,027-98.8% | $504-69.2% |