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 99 · EIN 04-2675571 | Other Fees | $27,369 |
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 | $97,839 | $51,620+89.5% | $90,281+8.4% | $65,185+50.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 28.20% | 24.94%+3.3pp | 78.10%-49.9pp | 29.38%-1.2pp |
| Employer contribution / active EE | $11,365 | $2,235+408.6% | $2,854+298.1% | $2,177+422.1% |
| Participant deferral / active EE | $11,474 | $2,871+299.7% | $3,885+195.3% | $3,514+226.6% |
| Admin fee / account holder | $103 | $384-73.2% | $5,351-98.1% | $847-87.8% |