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 12 · EIN 48-1205033 | Recordkeeping and information managem... | $4,756 |
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 | $69,565 | $71,192-2.3% | $117,854-41.0% | $62,292+11.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.82% | 18.66%-2.8pp | 335.08%-319.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,244 | $1,934-35.7% | $3,786-67.1% | $2,042-39.1% |
| Participant deferral / active EE | $3,767 | $3,189+18.1% | $4,482-15.9% | $3,169+18.9% |
| Admin fee / account holder | $10 | $587-98.3% | $8,020-99.9% | $479-97.9% |