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 27 · EIN 61-1758632 | Advisory (Plan) | $43,765 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $241,425 | $81,474+196.3% | $133,956+80.2% | $73,488+228.5% |
| Participation rate | 62.8% | 76.4%-13.6pp | 79.8%-17.1pp | 70.7%-7.9pp |
| Annual return | 13.83% | 19.40%-5.6pp | 45.09%-31.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $881 | $2,209-60.1% | $3,919-77.5% | $2,270-61.2% |
| Participant deferral / active EE | $6,136 | $3,786+62.0% | $5,048+21.6% | $3,740+64.1% |
| Admin fee / account holder | $512 | $713-28.2% | $8,927-94.3% | $513-0.1% |