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 51 · EIN 39-6040276 | Investment Mgmt Fees | $1,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,226 | $64,909-22.6% | $82,313-39.0% | $62,292-19.4% |
| Participation rate | 59.8% | 74.9%-15.1pp | 76.9%-17.1pp | 69.5%-9.8pp |
| Annual return | 15.18% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $454 | $1,676-72.9% | $2,428-81.3% | $2,042-77.8% |
| Participant deferral / active EE | $1,923 | $3,103-38.0% | $3,706-48.1% | $3,169-39.3% |
| Admin fee / account holder | $16 | $440-96.4% | $5,608-99.7% | $479-96.7% |