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 64 · EIN 71-0294708 | Recordkeeping Fees | $2,050 |
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 | $157,356 | $59,186+165.9% | $76,768+105.0% | $56,287+179.6% |
| Participation rate | 81.3% | 75.2%+6.1pp | 77.0%+4.4pp | 69.9%+11.5pp |
| Annual return | 7.53% | 6.62%+0.9pp | 2.43%+5.1pp | -9.96%+17.5pp |
| Employer contribution / active EE | $1,405 | $1,759-20.1% | $2,485-43.5% | $2,111-33.5% |
| Participant deferral / active EE | $3,341 | $3,255+2.7% | $3,852-13.2% | $3,350-0.2% |
| Admin fee / account holder | $14 | $489-97.1% | $6,675-99.8% | $521-97.2% |