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 13-3689044 | Claims processing; Finders' fees / pl... | $1,125 |
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 | $18,538 | $46,360-60.0% | $147,614-87.4% | $52,331-64.6% |
| Participation rate | 75.8% | 64.9%+10.9pp | 84.6%-8.8pp | 68.1%+7.7pp |
| Annual return | 0.29% | 1.62%-1.3pp | 61.98%-61.7pp | 4.54%-4.3pp |
| Employer contribution / active EE | $602 | $2,126-71.7% | $5,564-89.2% | $1,882-68.0% |
| Participant deferral / active EE | $1,279 | $2,258-43.4% | $4,895-73.9% | $3,022-57.7% |
| Admin fee / account holder | $6 | $766-99.2% | $11,611-99.9% | $592-98.9% |