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 15 · EIN 13-3689044 | Recordkeeping | $2,953 |
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 | $25,418 | $82,274-69.1% | $152,466-83.3% | $79,386-68.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 78.2%+21.8pp | 70.7%+29.3pp |
| Annual return | 13.22% | 7959.84%-7946.6pp | 757.33%-744.1pp | 116.85%-103.6pp |
| Employer contribution / active EE | $2,261 | $3,613-37.4% | $4,327-47.7% | $2,427-6.8% |
| Participant deferral / active EE | $5,756 | $4,969+15.8% | $5,820-1.1% | $4,046+42.3% |
| Admin fee / account holder | $97 | $632-84.7% | $15,805-99.4% | $626-84.5% |