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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.
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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 | Consulting (general); Participant loa... | $1,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,964 | $50,199-2.5% | $70,092-30.1% | $66,914-26.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -11.62% | -13.85%+2.2pp | 190.73%-202.4pp | 1.58%-13.2pp |
| Employer contribution / active EE | $735 | $1,864-60.6% | $2,559-71.3% | $2,544-71.1% |
| Participant deferral / active EE | $2,299 | $3,112-26.1% | $3,849-40.3% | $4,237-45.7% |
| Admin fee / account holder | $17 | $600-97.2% | $6,267-99.7% | $593-97.2% |