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 55 · EIN 42-1445429 | Other Commissions | $13,746 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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 | $27,314 | $55,453-50.7% | $170,442-84.0% | $62,292-56.2% |
| Participation rate | 70.4% | 66.4%+4.0pp | 83.6%-13.2pp | 69.5%+0.9pp |
| Annual return | 18.63% | 21.38%-2.7pp | 205.93%-187.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $640 | $2,164-70.4% | $5,433-88.2% | $2,042-68.7% |
| Participant deferral / active EE | $834 | $2,303-63.8% | $4,939-83.1% | $3,169-73.7% |
| Admin fee / account holder | $0 | $455-99.9% | $13,880-100.0% | $479-99.9% |