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 | $1,292 |
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 | $49,714 | $71,666-30.6% | $117,854-57.8% | $69,631-28.6% |
| Participation rate | 94.9% | 77.5%+17.3pp | 79.7%+15.2pp | 70.7%+24.2pp |
| Annual return | 17.50% | 18.86%-1.4pp | 335.08%-317.6pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,700 | $1,889-10.0% | $3,786-55.1% | $2,032-16.3% |
| Participant deferral / active EE | $3,245 | $3,340-2.8% | $4,482-27.6% | $3,224+0.7% |
| Admin fee / account holder | $14 | $120-88.1% | $8,020-99.8% | $110-87.0% |