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 16-1503696 | Recordkeeping | $62,552 |
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 | $76,405 | $91,407-16.4% | $135,903-43.8% | $71,457+6.9% |
| Participation rate | 90.4% | 75.7%+14.7pp | 81.9%+8.5pp | 67.9%+22.5pp |
| Annual return | 19.56% | 29.90%-10.3pp | 68.23%-48.7pp | 28.85%-9.3pp |
| Employer contribution / active EE | $2,939 | $3,703-20.6% | $4,856-39.5% | $2,588+13.6% |
| Participant deferral / active EE | $10,268 | $7,092+44.8% | $7,758+32.4% | $4,289+139.4% |
| Admin fee / account holder | $274 | $1,266-78.4% | $10,762-97.5% | $1,587-82.7% |