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 13-3689044 | Recordkeeping | $22,837 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,072 | $89,652-46.4% | $141,162-65.9% | $65,185-26.3% |
| Participation rate | 93.7% | 74.7%+19.0pp | 82.5%+11.2pp | 70.2%+23.5pp |
| Annual return | 30.27% | 32.79%-2.5pp | 71.39%-41.1pp | 29.38%+0.9pp |
| Employer contribution / active EE | $2,015 | $3,065-34.2% | $4,735-57.4% | $2,177-7.4% |
| Participant deferral / active EE | $7,409 | $5,691+30.2% | $6,709+10.4% | $3,514+110.9% |
| Admin fee / account holder | $176 | $569-69.0% | $10,261-98.3% | $847-79.2% |