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 | $2,471 |
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 | $44,702 | $63,924-30.1% | $108,579-58.8% | $55,167-19.0% |
| Participation rate | 93.8% | 74.3%+19.4pp | 79.6%+14.2pp | 69.0%+24.8pp |
| Annual return | 18.20% | 15.31%+2.9pp | -51.70%+69.9pp | 169.23%-151.0pp |
| Employer contribution / active EE | $1,779 | $1,879-5.3% | $3,758-52.7% | $1,963-9.4% |
| Participant deferral / active EE | $3,136 | $3,067+2.3% | $4,311-27.3% | $3,054+2.7% |
| Admin fee / account holder | $19 | $618-97.0% | $7,645-99.8% | $504-96.3% |