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 15 · EIN 01-0233346 | Recordkeeping | $200 |
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 | $36,829 | $80,753-54.4% | $136,294-73.0% | $62,292-40.9% |
| Participation rate | 78.3% | 73.5%+4.8pp | 81.9%-3.6pp | 69.5%+8.8pp |
| Annual return | 17.77% | 35.83%-18.1pp | 5155.94%-5138.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,896 | $5,164-24.6% | $6,247-37.6% | $3,169+22.9% |
| Admin fee / account holder | $34 | $525-93.6% | $9,243-99.6% | $479-93.0% |