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 27 · EIN 59-3331424 | Advisory (Plan) | $8,750 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,435 |
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 | $105,953 | $74,089+43.0% | $133,980-20.9% | $55,167+92.1% |
| Participation rate | 93.4% | 84.3%+9.1pp | 87.1%+6.3pp | 69.0%+24.4pp |
| Annual return | 7.01% | 12.11%-5.1pp | 29.30%-22.3pp | 169.23%-162.2pp |
| Employer contribution / active EE | $3,629 | $3,064+18.5% | $5,211-30.4% | $1,963+84.9% |
| Participant deferral / active EE | $4,316 | $4,678-7.7% | $6,282-31.3% | $3,054+41.3% |
| Admin fee / account holder | $15 | $458-96.7% | $9,324-99.8% | $504-97.0% |