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 | $9,744 |
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 | $47,670 | $73,404-35.1% | $87,100-45.3% | $67,579-29.5% |
| Participation rate | 56.0% | 80.9%-24.8pp | 76.9%-20.8pp | 71.3%-15.3pp |
| Annual return | 18.41% | 48.29%-29.9pp | 28.19%-9.8pp | 378.56%-360.2pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,563 | $3,913-34.5% | $4,049-36.7% | $3,539-27.6% |
| Admin fee / account holder | $4 | $142-96.9% | $7,497-99.9% | $142-97.0% |