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 30-0219031 | Recordkeeping | $23,013 |
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 | $71,745 | $52,639+36.3% | $185,117-61.2% | $62,292+15.2% |
| Participation rate | 94.4% | 63.9%+30.6pp | 77.3%+17.2pp | 69.5%+24.9pp |
| Annual return | 26.19% | 19.57%+6.6pp | 40.50%-14.3pp | 28.90%-2.7pp |
| Employer contribution / active EE | $584 | $1,483-60.6% | $4,182-86.0% | $2,042-71.4% |
| Participant deferral / active EE | $3,787 | $3,097+22.3% | $5,045-24.9% | $3,169+19.5% |
| Admin fee / account holder | $226 | $374-39.5% | $8,159-97.2% | $479-52.8% |