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 | $34,698 |
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 | $147,210 | $50,637+190.7% | $86,590+70.0% | $62,292+136.3% |
| Participation rate | 82.9% | 67.9%+15.0pp | 73.5%+9.3pp | 69.5%+13.4pp |
| Annual return | 12.91% | 20.80%-7.9pp | 964.84%-951.9pp | 28.90%-16.0pp |
| Employer contribution / active EE | $6,407 | $2,075+208.7% | $2,839+125.7% | $2,042+213.7% |
| Participant deferral / active EE | $6,984 | $2,611+167.5% | $3,609+93.5% | $3,169+120.4% |
| Admin fee / account holder | $4 | $413-98.9% | $4,906-99.9% | $479-99.1% |