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 27 · EIN 35-2552359 | Advisory (Plan) | $35,344 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,961 |
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 | $44,404 | $100,801-55.9% | $149,696-70.3% | $73,409-39.5% |
| Participation rate | 57.8% | 77.7%-19.9pp | 82.5%-24.7pp | 72.2%-14.4pp |
| Annual return | 20.85% | 265.34%-244.5pp | 276.60%-255.7pp | 59.29%-38.4pp |
| Employer contribution / active EE | $3,666 | $3,312+10.7% | $4,644-21.1% | $2,234+64.1% |
| Participant deferral / active EE | $2,887 | $6,404-54.9% | $6,842-57.8% | $3,805-24.1% |
| Admin fee / account holder | $92 | $181-49.1% | $9,309-99.0% | $158-41.8% |