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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC3 years Service code 15 · EIN 61-1579239 | Recordkeeping | $800 |
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 | $84,794 | $65,376+29.7% | $87,100-2.6% | $65,185+30.1% |
| Participation rate | 96.6% | 75.3%+21.2pp | 76.9%+19.7pp | 70.2%+26.4pp |
| Annual return | 21.84% | 31.27%-9.4pp | 28.19%-6.4pp | 29.38%-7.5pp |
| Employer contribution / active EE | $3,446 | $1,822+89.1% | $2,521+36.7% | $2,177+58.3% |
| Participant deferral / active EE | $8,056 | $3,388+137.7% | $4,049+99.0% | $3,514+129.3% |
| Admin fee / account holder | $5 | $520-99.0% | $7,497-99.9% | $847-99.4% |