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 | $100 |
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 | $74,294 | $48,261+53.9% | $68,793+8.0% | $55,725+33.3% |
| Participation rate | 100.0% | 71.0%+29.0pp | 72.2%+27.8pp | 70.9%+29.1pp |
| Annual return | -0.17% | -2.61%+2.4pp | -4.63%+4.5pp | 244.93%-245.1pp |
| Employer contribution / active EE | $3,155 | $1,742+81.1% | $2,625+20.2% | $2,078+51.8% |
| Participant deferral / active EE | $2,600 | $2,712-4.1% | $3,311-21.5% | $3,356-22.5% |
| Admin fee / account holder | $0 | $126-99.8% | $5,131-100.0% | $115-99.7% |