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 | $14,653 |
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 | $22,894 | $52,953-56.8% | $172,739-86.7% | $65,185-64.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.47% | 30.12%-8.6pp | 802.84%-781.4pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,350 | $2,190-38.3% | $5,143-73.7% | $2,177-38.0% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $24 | $472-94.8% | $13,954-99.8% | $847-97.1% |