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 9-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 12 · EIN 48-1205033 | Recordkeeping fees; Recordkeeping and... | $3,548 |
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 | $19,634 | $47,977-59.1% | $154,107-87.3% | $56,287-65.1% |
| Participation rate | 87.9% | 66.2%+21.8pp | 83.0%+4.9pp | 69.9%+18.1pp |
| Annual return | 7.83% | 3.54%+4.3pp | 735.12%-727.3pp | -9.96%+17.8pp |
| Employer contribution / active EE | $1,348 | $2,169-37.8% | $5,298-74.5% | $2,111-36.1% |
| Participant deferral / active EE | $837 | $2,392-65.0% | $5,081-83.5% | $3,350-75.0% |
| Admin fee / account holder | $12 | $438-97.2% | $13,411-99.9% | $521-97.6% |