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 | $76,264 |
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 | $47,904 | $64,286-25.5% | $90,951-47.3% | $73,409-34.7% |
| Participation rate | 93.2% | 63.6%+29.6pp | 69.0%+24.1pp | 72.2%+21.0pp |
| Annual return | 15.02% | 21.45%-6.4pp | 134.60%-119.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,030 | $895+15.2% | $2,122-51.5% | $2,234-53.9% |
| Participant deferral / active EE | $2,206 | $2,453-10.1% | $3,373-34.6% | $3,805-42.0% |
| Admin fee / account holder | $105 | $287-63.3% | $5,959-98.2% | $158-33.2% |