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 9-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 64 · EIN 04-2647786 | Recordkeeping Fees | $6,096 |
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 | $33,658 | $57,651-41.6% | $112,229-70.0% | $71,457-52.9% |
| Participation rate | 100.0% | 58.9%+41.1pp | 72.4%+27.6pp | 67.9%+32.1pp |
| Annual return | 18.43% | 18.32%+0.1pp | 30.20%-11.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,644 | $1,913-14.1% | $3,430-52.1% | $2,588-36.4% |
| Participant deferral / active EE | $2,309 | $2,863-19.4% | $4,798-51.9% | $4,289-46.2% |
| Admin fee / account holder | $36 | $1,581-97.7% | $7,748-99.5% | $1,587-97.7% |