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 62-1291257 | Recordkeeping | $29,285 |
HG&A ASSOCIATES, P.C.1 year Service code 10 · EIN 62-1206753 | Accounting | $6,250 |
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 | $24,444 | $55,453-55.9% | $170,442-85.7% | $62,292-60.8% |
| Participation rate | 80.3% | 66.4%+13.9pp | 83.6%-3.3pp | 69.5%+10.8pp |
| Annual return | 16.08% | 21.38%-5.3pp | 205.93%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,043 | $2,164-51.8% | $5,433-80.8% | $2,042-48.9% |
| Participant deferral / active EE | $1,090 | $2,303-52.7% | $4,939-77.9% | $3,169-65.6% |
| Admin fee / account holder | $238 | $455-47.6% | $13,880-98.3% | $479-50.2% |