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 35-0145825 | Recordkeeping | $50,457 |
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 | $35,041 | $58,879-40.5% | $178,490-80.4% | $73,488-52.3% |
| Participation rate | 80.4% | 66.2%+14.2pp | 81.9%-1.5pp | 70.7%+9.7pp |
| Annual return | 28.81% | 24.86%+3.9pp | 151.07%-122.3pp | 28.51%+0.3pp |
| Employer contribution / active EE | $1,698 | $2,236-24.1% | $5,011-66.1% | $2,270-25.2% |
| Participant deferral / active EE | $2,280 | $2,567-11.2% | $5,202-56.2% | $3,740-39.0% |
| Admin fee / account holder | $9 | $400-97.8% | $13,984-99.9% | $513-98.3% |