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 21 · EIN 41-0632402 | Bank Trustee | $13,075 |
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 | $29,225 | $66,813-56.3% | $100,516-70.9% | $73,488-60.2% |
| Participation rate | 80.6% | 77.5%+3.2pp | 79.4%+1.2pp | 70.7%+9.9pp |
| Annual return | 15.44% | 25.70%-10.3pp | 30.89%-15.4pp | 28.51%-13.1pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,013 | $5,883-48.8% | $6,270-51.9% | $3,740-19.4% |
| Admin fee / account holder | $85 | $512-83.3% | $8,081-98.9% | $513-83.3% |