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 35-0145825 | Recordkeeping | $42,331 |
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 | $32,310 | $47,977-32.7% | $154,107-79.0% | $56,287-42.6% |
| Participation rate | 70.7% | 66.2%+4.5pp | 83.0%-12.3pp | 69.9%+0.9pp |
| Annual return | -4.96% | 3.54%-8.5pp | 735.12%-740.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,414 | $2,169-34.8% | $5,298-73.3% | $2,111-33.0% |
| Participant deferral / active EE | $2,600 | $2,392+8.7% | $5,081-48.8% | $3,350-22.4% |
| Admin fee / account holder | $2 | $438-99.4% | $13,411-100.0% | $521-99.5% |