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 |
|---|---|---|
MORNINGSTAR3 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $66 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,380 | $98,750+11.8% | $149,696-26.3% | $79,858+38.2% |
| Participation rate | 36.8% | 75.8%-38.9pp | 82.5%-45.6pp | 69.6%-32.8pp |
| Annual return | 10.69% | 27.43%-16.7pp | 276.60%-265.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $3,723 | $3,216+15.7% | $4,644-19.8% | $2,471+50.7% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $39 | $6,053-99.4% | $9,309-99.6% | $5,306-99.3% |