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 35-0145825 | Recordkeeping | $15,924 |
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 | $37,253 | $74,347-49.9% | $93,606-60.2% | $67,579-44.9% |
| Participation rate | 71.8% | 80.6%-8.8pp | 75.8%-4.0pp | 71.3%+0.5pp |
| Annual return | 26.85% | 28.07%-1.2pp | 32.76%-5.9pp | 378.56%-351.7pp |
| Employer contribution / active EE | $1,364 | $2,583-47.2% | $2,718-49.8% | $2,148-36.5% |
| Participant deferral / active EE | $2,545 | $4,060-37.3% | $4,069-37.4% | $3,539-28.1% |
| Admin fee / account holder | $4 | $123-97.1% | $7,888-100.0% | $142-97.5% |