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 9-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 | $196 |
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 | $97,346 | $52,639+84.9% | $185,117-47.4% | $62,292+56.3% |
| Participation rate | 73.5% | 63.9%+9.6pp | 77.3%-3.8pp | 69.5%+4.0pp |
| Annual return | 16.41% | 19.57%-3.2pp | 40.50%-24.1pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,068 | $1,483+39.5% | $4,182-50.5% | $2,042+1.3% |
| Participant deferral / active EE | $6,487 | $3,097+109.5% | $5,045+28.6% | $3,169+104.7% |
| Admin fee / account holder | $121 | $374-67.5% | $8,159-98.5% | $479-74.7% |