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 35-0145825 | Recordkeeping | $15,374 |
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 | $23,741 | $43,423-45.3% | $78,689-69.8% | $55,167-57.0% |
| Participation rate | 94.7% | 68.0%+26.7pp | 73.6%+21.2pp | 69.0%+25.7pp |
| Annual return | 7.69% | 11.53%-3.8pp | 62.18%-54.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $736 | $1,997-63.2% | $2,851-74.2% | $1,963-62.5% |
| Participant deferral / active EE | $1,962 | $2,509-21.8% | $3,517-44.2% | $3,054-35.8% |
| Admin fee / account holder | $42 | $416-89.9% | $4,510-99.1% | $504-91.7% |