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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.
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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 | $24,610 |
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 | $23,102 | $52,953-56.4% | $172,739-86.6% | $65,185-64.6% |
| Participation rate | 82.6% | 66.2%+16.4pp | 82.6%0pp | 70.2%+12.4pp |
| Annual return | 24.14% | 30.12%-6.0pp | 802.84%-778.7pp | 29.38%-5.2pp |
| Employer contribution / active EE | $924 | $2,190-57.8% | $5,143-82.0% | $2,177-57.6% |
| Participant deferral / active EE | $2,587 | $2,471+4.7% | $5,198-50.2% | $3,514-26.4% |
| Admin fee / account holder | $214 | $472-54.7% | $13,954-98.5% | $847-74.7% |