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 01-0233346 | Recordkeeping | $950 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,272 | $85,766-58.9% | $136,294-74.1% | $70,131-49.7% |
| Participation rate | 98.8% | 74.2%+24.6pp | 81.9%+16.9pp | 69.5%+29.2pp |
| Annual return | 15.76% | 31.45%-15.7pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $3,208 | $2,966+8.2% | $4,695-31.7% | $2,342+36.9% |
| Participant deferral / active EE | $2,126 | $5,051-57.9% | $6,247-66.0% | $3,332-36.2% |
| Admin fee / account holder | $30 | $5,420-99.4% | $9,243-99.7% | $4,645-99.3% |