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 99 · EIN 26-4311657 | Other Fees | $7,416 |
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 | $82,951 | $99,957-17.0% | $149,696-44.6% | $73,488+12.9% |
| Participation rate | 90.6% | 75.7%+14.9pp | 82.5%+8.2pp | 70.7%+20.0pp |
| Annual return | 21.44% | 53.87%-32.4pp | 276.60%-255.2pp | 28.51%-7.1pp |
| Employer contribution / active EE | $3,307 | $3,191+3.6% | $4,644-28.8% | $2,270+45.7% |
| Participant deferral / active EE | $10,725 | $6,073+76.6% | $6,842+56.8% | $3,740+186.8% |
| Admin fee / account holder | $40 | $551-92.7% | $9,309-99.6% | $513-92.2% |