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 64 · EIN 71-0294708 | Recordkeeping Fees | $6,500 |
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 | $30,496 | $36,916-17.4% | $156,549-80.5% | $57,658-47.1% |
| Participation rate | 82.6% | 63.4%+19.2pp | 84.0%-1.4pp | 70.2%+12.4pp |
| Annual return | 13.26% | 12.38%+0.9pp | 32.23%-19.0pp | 5.13%+8.1pp |
| Employer contribution / active EE | $2,026 | $1,571+29.0% | $5,501-63.2% | $1,974+2.7% |
| Participant deferral / active EE | $3,003 | $1,926+56.0% | $4,871-38.3% | $3,061-1.9% |
| Admin fee / account holder | $18 | $82-78.0% | $13,027-99.9% | $95-80.8% |