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 5-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 16-1503696 | Recordkeeping | $57,664 |
FINANXIAL, CORP.5+ years Service code 16 · EIN 66-0591759 | Consulting | $854 |
Annual investment return 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 | $32,071 | $54,193-40.8% | $93,606-65.7% | $77,643-58.7% |
| Participation rate | 87.5% | 63.9%+23.5pp | 68.7%+18.7pp | 70.6%+16.9pp |
| Annual return | 9.64% | 30.54%-20.9pp | 133.20%-123.6pp | 31.24%-21.6pp |
| Employer contribution / active EE | $1,245 | $1,168+6.6% | $2,420-48.5% | $2,726-54.3% |
| Participant deferral / active EE | $4,123 | $3,144+31.1% | $4,411-6.5% | $4,647-11.3% |
| Admin fee / account holder | $152 | $576-73.7% | $8,285-98.2% | $430-64.8% |