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 64 | Recordkeeping Fees | $54,399 |
Service code 13 · EIN 93-1327877 | Contract Administrator | $3,275 |
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 | $96,667 | $55,453+74.3% | $170,442-43.3% | $62,292+55.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.05% | 21.38%-4.3pp | 205.93%-188.9pp | 28.90%-11.8pp |
| Employer contribution / active EE | $4,190 | $2,164+93.7% | $5,433-22.9% | $2,042+105.2% |
| Participant deferral / active EE | $5,269 | $2,303+128.8% | $4,939+6.7% | $3,169+66.3% |
| Admin fee / account holder | $151 | $455-66.8% | $13,880-98.9% | $479-68.5% |