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 01-0233346 | Recordkeeping | $675 |
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 | $26,024 | $65,041-60.0% | $90,951-71.4% | $79,858-67.4% |
| Participation rate | 80.9% | 61.6%+19.2pp | 69.0%+11.8pp | 69.6%+11.2pp |
| Annual return | 14.37% | 30.45%-16.1pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $881 | $1,247-29.4% | $2,122-58.5% | $2,471-64.4% |
| Participant deferral / active EE | $3,369 | $2,512+34.1% | $3,373-0.1% | $3,740-9.9% |
| Admin fee / account holder | $280 | $4,536-93.8% | $5,959-95.3% | $5,306-94.7% |