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 26 · EIN 71-0294708 | Advisory (Participants) | $773 |
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 | $59,393 | $52,639+12.8% | $185,117-67.9% | $62,292-4.7% |
| Participation rate | 39.7% | 63.9%-24.1pp | 77.3%-37.5pp | 69.5%-29.8pp |
| Annual return | 31.82% | 19.57%+12.2pp | 40.50%-8.7pp | 28.90%+2.9pp |
| Employer contribution / active EE | $1,480 | $1,483-0.2% | $4,182-64.6% | $2,042-27.5% |
| Participant deferral / active EE | $2,990 | $3,097-3.5% | $5,045-40.7% | $3,169-5.7% |
| Admin fee / account holder | $29 | $374-92.3% | $8,159-99.6% | $479-94.0% |