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 01-0233346 | Recordkeeping | $450 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,011 | $70,908-69.0% | $98,907-77.7% | $73,488-70.0% |
| Participation rate | 71.4% | 73.8%-2.3pp | 76.0%-4.6pp | 70.7%+0.7pp |
| Annual return | 16.62% | 34.17%-17.6pp | 196.43%-179.8pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,320 | $2,036-35.2% | $2,689-50.9% | $2,270-41.8% |
| Participant deferral / active EE | $1,749 | $3,500-50.0% | $4,244-58.8% | $3,740-53.2% |
| Admin fee / account holder | $190 | $535-64.6% | $6,642-97.1% | $513-63.0% |