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 | $0 |
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 | $56,447 | $59,186-4.6% | $76,768-26.5% | $56,287+0.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -6.45% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $3,449 | $1,759+96.1% | $2,485+38.8% | $2,111+63.4% |
| Participant deferral / active EE | $1,894 | $3,255-41.8% | $3,852-50.8% | $3,350-43.5% |
| Admin fee / account holder | $34 | $489-93.1% | $6,675-99.5% | $521-93.5% |