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 | $117,158 |
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 | $115,383 | $88,122+30.9% | $141,162-18.3% | $67,579+70.7% |
| Participation rate | 75.4% | 76.5%-1.0pp | 82.5%-7.1pp | 71.3%+4.1pp |
| Annual return | 21.05% | 75.40%-54.4pp | 71.39%-50.3pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,183 | $3,224-63.3% | $4,735-75.0% | $2,148-44.9% |
| Participant deferral / active EE | $5,053 | $5,958-15.2% | $6,709-24.7% | $3,539+42.8% |
| Admin fee / account holder | $250 | $131+90.8% | $10,261-97.6% | $142+75.6% |