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 15 · EIN 39-0230590 | Recordkeeping | $21,373 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,867 | $55,453-66.0% | $170,442-88.9% | $62,292-69.7% |
| Participation rate | 77.6% | 66.4%+11.2pp | 83.6%-6.0pp | 69.5%+8.1pp |
| Annual return | 14.95% | 21.38%-6.4pp | 205.93%-191.0pp | 28.90%-13.9pp |
| Employer contribution / active EE | $493 | $2,164-77.2% | $5,433-90.9% | $2,042-75.9% |
| Participant deferral / active EE | $1,231 | $2,303-46.6% | $4,939-75.1% | $3,169-61.2% |
| Admin fee / account holder | $112 | $455-75.3% | $13,880-99.2% | $479-76.5% |