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 47-0098400 | Recordkeeping | $2,854 |
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 | $102,564 | $55,453+85.0% | $170,442-39.8% | $62,292+64.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.22% | 21.38%-0.2pp | 205.93%-184.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $4,844 | $2,164+123.9% | $5,433-10.8% | $2,042+137.2% |
| Participant deferral / active EE | $4,663 | $2,303+102.5% | $4,939-5.6% | $3,169+47.1% |
| Admin fee / account holder | $22 | $455-95.2% | $13,880-99.8% | $479-95.5% |