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 19 · EIN 51-0396365 | Securities Custodian | $100,153 |
Service code 12 · EIN 13-3689044 | Float revenue; Investment management;... | $160 |
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 | $49,562 | $46,292+7.1% | $143,757-65.5% | $64,808-23.5% |
| Participation rate | 58.0% | 64.2%-6.2pp | 80.3%-22.3pp | 71.5%-13.5pp |
| Annual return | -10.36% | -10.05%-0.3pp | -0.04%-10.3pp | 32.82%-43.2pp |
| Employer contribution / active EE | $764 | $1,910-60.0% | $4,951-84.6% | $2,506-69.5% |
| Participant deferral / active EE | $2,803 | $2,646+6.0% | $5,637-50.3% | $4,310-35.0% |
| Admin fee / account holder | $212 | $154+37.6% | $14,673-98.6% | $188+12.7% |