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 8-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 23-3038464 | Contract Administrator; Consulting (p... | $2,531 |
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 | $41,740 | $43,504-4.1% | $68,793-39.3% | $56,287-25.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | 6.08% | -3.15%+9.2pp | -4.63%+10.7pp | -9.96%+16.0pp |
| Employer contribution / active EE | $680 | $1,525-55.4% | $2,625-74.1% | $2,111-67.8% |
| Participant deferral / active EE | $1,969 | $2,509-21.5% | $3,311-40.5% | $3,350-41.2% |
| Admin fee / account holder | $37 | $515-92.7% | $5,131-99.3% | $521-92.8% |