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 34-1722481 | Recordkeeping | $1,898 |
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 | $35,090 | $75,183-53.3% | $123,892-71.7% | $55,167-36.4% |
| Participation rate | 88.5% | 72.8%+15.6pp | 81.4%+7.0pp | 69.0%+19.5pp |
| Annual return | 8.87% | 19.01%-10.1pp | 47.52%-38.6pp | 169.23%-160.4pp |
| Employer contribution / active EE | $565 | $2,823-80.0% | $4,617-87.8% | $1,963-71.2% |
| Participant deferral / active EE | $4,571 | $5,084-10.1% | $5,984-23.6% | $3,054+49.7% |
| Admin fee / account holder | $224 | $663-66.2% | $8,357-97.3% | $504-55.6% |