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 37 · EIN 04-2647786 | Loan Processing | $325 |
DONEGAL SECURITIES INC1+ years Service code 61 20 WALNUT ST STE 12 · WELLESLEY, MA 02481 | Finders' fees / placement fees | $0 |
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 | $98,130 | $72,177+36.0% | $115,037-14.7% | $59,632+64.6% |
| Participation rate | 94.6% | 72.6%+22.0pp | 81.4%+13.2pp | 68.7%+25.9pp |
| Annual return | -0.55% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $8,485 | $2,841+198.6% | $4,608+84.1% | $2,203+285.2% |
| Participant deferral / active EE | $31,652 | $4,783+561.8% | $6,026+425.2% | $3,192+891.7% |
| Admin fee / account holder | $2 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |