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 91-2090931 | Recordkeeping | $5,981 |
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 | $111,247 | $80,753+37.8% | $136,294-18.4% | $62,292+78.6% |
| Participation rate | 76.3% | 73.5%+2.8pp | 81.9%-5.6pp | 69.5%+6.8pp |
| Annual return | 22.40% | 35.83%-13.4pp | 5155.94%-5133.5pp | 28.90%-6.5pp |
| Employer contribution / active EE | $2,771 | $2,884-3.9% | $4,695-41.0% | $2,042+35.7% |
| Participant deferral / active EE | $5,277 | $5,164+2.2% | $6,247-15.5% | $3,169+66.5% |
| Admin fee / account holder | $26 | $525-95.1% | $9,243-99.7% | $479-94.6% |