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 21 · EIN 66-0561870 | Bank Trustee | $12,576 |
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 | $37,938 | $37,044+2.4% | $71,796-47.2% | $57,658-34.2% |
| Participation rate | 93.4% | 61.1%+32.3pp | 69.1%+24.3pp | 70.2%+23.2pp |
| Annual return | 8.74% | 12.64%-3.9pp | 78.04%-69.3pp | 5.13%+3.6pp |
| Employer contribution / active EE | $1,697 | $720+135.7% | $1,924-11.8% | $1,974-14.0% |
| Participant deferral / active EE | $2,017 | $1,974+2.2% | $2,794-27.8% | $3,061-34.1% |
| Admin fee / account holder | $20 | $101-79.7% | $4,815-99.6% | $95-78.3% |