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 12 · EIN 13-3689044 | Participant communication; Account ma... | $1,131 |
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 | $47,871 | $54,350-11.9% | $82,719-42.1% | $68,494-30.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.96% | -13.67%-3.3pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $7,087 | $2,218+219.5% | $3,009+135.5% | $2,596+173.0% |
| Participant deferral / active EE | $6,158 | $3,246+89.7% | $4,395+40.1% | $4,027+52.9% |
| Admin fee / account holder | $10 | $4,395-99.8% | $5,329-99.8% | $5,403-99.8% |