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 15 · EIN 01-0233346 | Recordkeeping | $1,358 |
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 | $89,620 | $46,360+93.3% | $147,614-39.3% | $52,331+71.3% |
| Participation rate | 85.6% | 64.9%+20.7pp | 84.6%+1.0pp | 68.1%+17.5pp |
| Annual return | -0.17% | 1.62%-1.8pp | 61.98%-62.1pp | 4.54%-4.7pp |
| Employer contribution / active EE | $2,178 | $2,126+2.4% | $5,564-60.9% | $1,882+15.8% |
| Participant deferral / active EE | $4,500 | $2,258+99.3% | $4,895-8.1% | $3,022+48.9% |
| Admin fee / account holder | $31 | $766-96.0% | $11,611-99.7% | $592-94.8% |