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 | $585 |
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 | $51,455 | $67,703-24.0% | $127,761-59.7% | $65,185-21.1% |
| Participation rate | 78.1% | 74.5%+3.6pp | 79.0%-0.9pp | 70.2%+7.9pp |
| Annual return | 43.71% | 24.36%+19.4pp | 26.14%+17.6pp | 29.38%+14.3pp |
| Employer contribution / active EE | $5,324 | $3,724+43.0% | $4,574+16.4% | $2,177+144.6% |
| Participant deferral / active EE | $7,780 | $4,787+62.5% | $6,021+29.2% | $3,514+121.4% |
| Admin fee / account holder | $221 | $618-64.3% | $9,395-97.6% | $847-73.9% |