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 |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $30,640 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,590 | $75,183-68.6% | $123,892-81.0% | $55,167-57.2% |
| Participation rate | 91.9% | 72.8%+19.0pp | 81.4%+10.4pp | 69.0%+22.9pp |
| Annual return | 10.55% | 19.01%-8.5pp | 47.52%-37.0pp | 169.23%-158.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $9,548 | $5,084+87.8% | $5,984+59.6% | $3,054+212.6% |
| Admin fee / account holder | $204 | $663-69.1% | $8,357-97.6% | $504-59.4% |