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 99 · EIN 22-2755716 | Other Fees | $6,500 |
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 | $37,474 | $63,905-41.4% | $74,183-49.5% | $57,658-35.0% |
| Participation rate | 63.3% | 79.8%-16.4pp | 76.6%-13.3pp | 70.2%-6.9pp |
| Annual return | 6.16% | 60.60%-54.4pp | 17.74%-11.6pp | 5.13%+1.0pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,929 | $3,448-44.0% | $3,550-45.6% | $3,061-37.0% |
| Admin fee / account holder | $5 | $91-94.6% | $5,586-99.9% | $95-94.8% |