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 | $49,668 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $11,180 |
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 | $81,033 | $56,972+42.2% | $182,532-55.6% | $65,185+24.3% |
| Participation rate | 84.3% | 66.5%+17.8pp | 78.0%+6.4pp | 70.2%+14.1pp |
| Annual return | 30.00% | 27.67%+2.3pp | 148.54%-118.5pp | 29.38%+0.6pp |
| Employer contribution / active EE | $2,468 | $1,615+52.8% | $4,076-39.5% | $2,177+13.4% |
| Participant deferral / active EE | $7,320 | $3,526+107.6% | $5,524+32.5% | $3,514+108.3% |
| Admin fee / account holder | $57 | $528-89.3% | $8,592-99.3% | $847-93.3% |