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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.
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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) | $834 |
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 | $55,472 | $48,576+14.2% | $169,463-67.3% | $56,287-1.4% |
| Participation rate | 36.3% | 65.8%-29.5pp | 77.8%-41.5pp | 69.9%-33.6pp |
| Annual return | -6.41% | -2.51%-3.9pp | 1.83%-8.2pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,284 | $1,559-17.7% | $4,159-69.1% | $2,111-39.2% |
| Participant deferral / active EE | $2,584 | $3,275-21.1% | $5,277-51.0% | $3,350-22.9% |
| Admin fee / account holder | $24 | $435-94.4% | $9,109-99.7% | $521-95.3% |