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 8-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 | $1,122 |
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 | $20,356 | $100,801-79.8% | $149,696-86.4% | $73,409-72.3% |
| Participation rate | 96.8% | 77.7%+19.1pp | 82.5%+14.3pp | 72.2%+24.6pp |
| Annual return | 199.13% | 265.34%-66.2pp | 276.60%-77.5pp | 59.29%+139.8pp |
| Employer contribution / active EE | $2,181 | $3,312-34.1% | $4,644-53.0% | $2,234-2.3% |
| Participant deferral / active EE | $4,546 | $6,404-29.0% | $6,842-33.6% | $3,805+19.5% |
| Admin fee / account holder | $191 | $181+5.7% | $9,309-97.9% | $158+21.0% |