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 01-0233346 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,460 | $80,753-73.4% | $136,294-84.3% | $62,292-65.5% |
| Participation rate | 89.1% | 73.5%+15.6pp | 81.9%+7.2pp | 69.5%+19.6pp |
| Annual return | 16.58% | 35.83%-19.3pp | 5155.94%-5139.4pp | 28.90%-12.3pp |
| Employer contribution / active EE | $4,675 | $2,884+62.1% | $4,695-0.4% | $2,042+128.9% |
| Participant deferral / active EE | $3,530 | $5,164-31.7% | $6,247-43.5% | $3,169+11.4% |
| Admin fee / account holder | $95 | $525-81.9% | $9,243-99.0% | $479-80.1% |