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 26 · EIN 85-1350829 | Advisory (Participants) | $13,041 |
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 | $153,099 | $70,908+115.9% | $98,907+54.8% | $73,488+108.3% |
| Participation rate | 90.1% | 73.8%+16.3pp | 76.0%+14.0pp | 70.7%+19.4pp |
| Annual return | 15.79% | 34.17%-18.4pp | 196.43%-180.6pp | 28.51%-12.7pp |
| Employer contribution / active EE | $3,477 | $2,036+70.8% | $2,689+29.3% | $2,270+53.2% |
| Participant deferral / active EE | $7,188 | $3,500+105.4% | $4,244+69.4% | $3,740+92.2% |
| Admin fee / account holder | $263 | $535-50.8% | $6,642-96.0% | $513-48.8% |