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 | $88,311 |
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 | $41,650 | $40,174+3.7% | $84,015-50.4% | $67,579-38.4% |
| Participation rate | 92.7% | 62.7%+30.0pp | 69.0%+23.7pp | 71.3%+21.4pp |
| Annual return | 20.32% | 25.82%-5.5pp | 71.31%-51.0pp | 378.56%-358.2pp |
| Employer contribution / active EE | $943 | $808+16.7% | $1,983-52.5% | $2,148-56.1% |
| Participant deferral / active EE | $2,084 | $2,301-9.4% | $3,239-35.7% | $3,539-41.1% |
| Admin fee / account holder | $126 | $128-2.1% | $6,101-97.9% | $142-11.7% |