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 04-2647786 | Recordkeeping Fees | $579 |
Service code 64 · EIN 62-1038805 | Recordkeeping Fees | $0 |
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 | $45,831 | $63,346-27.6% | $92,233-50.3% | $70,131-34.6% |
| Participation rate | 90.8% | 68.7%+22.1pp | 76.5%+14.3pp | 69.5%+21.3pp |
| Annual return | 15.54% | 530.12%-514.6pp | 176.28%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,813 | $2,471-26.6% | $3,679-50.7% | $2,342-22.6% |
| Participant deferral / active EE | $5,724 | $2,854+100.6% | $3,897+46.9% | $3,332+71.8% |
| Admin fee / account holder | $149 | $3,840-96.1% | $5,194-97.1% | $4,645-96.8% |