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 | $67,700 | $67,411+0.4% | $91,001-25.6% | $70,131-3.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 20.74% | -40.16%+60.9pp | 4.60%+16.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $2,913 | $1,786+63.1% | $2,456+18.6% | $2,342+24.4% |
| Participant deferral / active EE | $2,204 | $2,823-21.9% | $3,547-37.9% | $3,332-33.8% |
| Admin fee / account holder | $253 | $4,236-94.0% | $5,417-95.3% | $4,645-94.5% |