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 15 · EIN 73-1577418 | Recordkeeping | $30,028 |
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 | $94,932 | $98,982-4.1% | $162,163-41.5% | $65,185+45.6% |
| Participation rate | 82.6% | 85.8%-3.2pp | 87.6%-4.9pp | 70.2%+12.4pp |
| Annual return | 19.27% | 24.84%-5.6pp | 115.59%-96.3pp | 29.38%-10.1pp |
| Employer contribution / active EE | $3,195 | $3,467-7.8% | $5,614-43.1% | $2,177+46.8% |
| Participant deferral / active EE | $5,996 | $5,384+11.4% | $7,298-17.8% | $3,514+70.6% |
| Admin fee / account holder | $253 | $596-57.6% | $10,843-97.7% | $847-70.1% |