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 10 · EIN 62-1700796 | Accounting | $29,232 |
EXPERTPLAN, INC.1+ years Service code 12 · EIN 52-2269494 | Distribution (12b-1) fees; Sub-transf... | $720 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,045 | $57,108-26.4% | $94,224-55.4% | $52,331-19.7% |
| Participation rate | 71.6% | 72.9%-1.3pp | 78.8%-7.1pp | 68.1%+3.5pp |
| Annual return | -0.32% | 1.47%-1.8pp | 10.68%-11.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $880 | $3,040-71.0% | $4,320-79.6% | $3,022-70.9% |
| Admin fee / account holder | $228 | $546-58.4% | $6,269-96.4% | $592-61.5% |