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 | $50 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,809 | $50,106+45.3% | $70,014+4.0% | $57,658+26.3% |
| Participation rate | 96.4% | 70.9%+25.6pp | 71.8%+24.6pp | 70.2%+26.2pp |
| Annual return | 4.04% | 14.58%-10.5pp | 12.99%-8.9pp | 5.13%-1.1pp |
| Employer contribution / active EE | $2,874 | $1,739+65.2% | $2,338+22.9% | $1,974+45.6% |
| Participant deferral / active EE | $2,079 | $2,486-16.4% | $2,931-29.1% | $3,061-32.1% |
| Admin fee / account holder | $0 | $89-99.8% | $4,380-100.0% | $95-99.8% |