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 | $4,802 |
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 | $59,167 | $33,745+75.3% | $64,105-7.7% | $55,191+7.2% |
| Participation rate | 96.3% | 59.4%+37.0pp | 68.2%+28.2pp | 69.2%+27.2pp |
| Annual return | -1.38% | 4.95%-6.3pp | 791.24%-792.6pp | 10.78%-12.2pp |
| Employer contribution / active EE | $1,929 | $641+201.1% | $1,820+6.0% | $1,899+1.6% |
| Participant deferral / active EE | $2,641 | $1,929+36.9% | $2,822-6.4% | $3,046-13.3% |
| Admin fee / account holder | $36 | $94-61.7% | $4,499-99.2% | $91-60.2% |