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 7-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 | Recordkeeping fees; Shareholder servi... | $4,656 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $35,685 | $65,365-45.4% | $92,893-61.6% | $72,985-51.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.16% | 42.10%-18.9pp | 109.41%-86.3pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,885 | $2,594+11.2% | $3,653-21.0% | $2,440+18.2% |
| Participant deferral / active EE | $3,542 | $3,128+13.2% | $4,236-16.4% | $3,607-1.8% |
| Admin fee / account holder | $48 | $4,251-98.9% | $5,794-99.2% | $5,124-99.1% |