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 | $24,551 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 99 · EIN 45-3176027 | Other Fees | $18,219 |
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 | $63,403 | $73,823-14.1% | $379,746-83.3% | $73,488-13.7% |
| Participation rate | 94.0% | 73.1%+20.8pp | 78.4%+15.5pp | 70.7%+23.3pp |
| Annual return | 15.05% | 29.06%-14.0pp | 34.90%-19.9pp | 28.51%-13.5pp |
| Employer contribution / active EE | $647 | $2,472-73.8% | $3,540-81.7% | $2,270-71.5% |
| Participant deferral / active EE | $3,084 | $4,038-23.6% | $6,024-48.8% | $3,740-17.5% |
| Admin fee / account holder | $208 | $607-65.7% | $7,927-97.4% | $513-59.4% |