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 27 · EIN 47-1618476 | Advisory (Plan) | $14,250 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
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 | $93,809 | $64,909+44.5% | $82,313+14.0% | $62,292+50.6% |
| Participation rate | 99.1% | 74.9%+24.3pp | 76.9%+22.2pp | 69.5%+29.6pp |
| Annual return | 17.22% | 21.18%-4.0pp | 25.88%-8.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $7,966 | $1,676+375.3% | $2,428+228.1% | $2,042+290.1% |
| Participant deferral / active EE | $2,818 | $3,103-9.2% | $3,706-24.0% | $3,169-11.1% |
| Admin fee / account holder | $119 | $440-73.0% | $5,608-97.9% | $479-75.2% |