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 64 · EIN 71-0294708 | Recordkeeping Fees | $3,625 |
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 | $63,613 | $81,719-22.2% | $101,248-37.2% | $90,288-29.5% |
| Participation rate | 76.9% | 80.7%-3.8pp | 75.8%+1.1pp | 73.4%+3.6pp |
| Annual return | 16.78% | 337.64%-320.9pp | 46.47%-29.7pp | 53.97%-37.2pp |
| Employer contribution / active EE | $1,306 | $3,622-63.9% | $3,660-64.3% | $2,524-48.3% |
| Participant deferral / active EE | $3,732 | $3,310+12.8% | $4,370-14.6% | $4,232-11.8% |
| Admin fee / account holder | $53 | $162-67.2% | $5,945-99.1% | $114-53.4% |