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 | $21,402 |
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 | $47,691 | $70,908-32.7% | $98,907-51.8% | $73,488-35.1% |
| Participation rate | 70.5% | 73.8%-3.3pp | 76.0%-5.6pp | 70.7%-0.2pp |
| Annual return | 18.16% | 34.17%-16.0pp | 196.43%-178.3pp | 28.51%-10.4pp |
| Employer contribution / active EE | $610 | $2,036-70.1% | $2,689-77.3% | $2,270-73.1% |
| Participant deferral / active EE | $2,298 | $3,500-34.3% | $4,244-45.9% | $3,740-38.6% |
| Admin fee / account holder | $8 | $535-98.5% | $6,642-99.9% | $513-98.4% |