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 | $4,561 |
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 | $19,512 | $51,288-62.0% | $81,983-76.2% | $73,409-73.4% |
| Participation rate | 84.5% | 64.0%+20.5pp | 69.2%+15.2pp | 72.2%+12.3pp |
| Annual return | 15.83% | 29.48%-13.7pp | 41.31%-25.5pp | 59.29%-43.5pp |
| Employer contribution / active EE | $372 | $1,487-75.0% | $2,498-85.1% | $2,234-83.3% |
| Participant deferral / active EE | $2,524 | $2,715-7.1% | $3,722-32.2% | $3,805-33.7% |
| Admin fee / account holder | $61 | $125-51.5% | $5,664-98.9% | $158-61.5% |