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 |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $72,002 |
Service code 27 | Advisory (Plan) | $71,088 |
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 | $222,487 | $155,795+42.8% | $136,294+63.2% | $69,631+219.5% |
| Participation rate | 87.1% | 75.2%+11.8pp | 81.9%+5.2pp | 70.7%+16.4pp |
| Annual return | 19.85% | 232464.33%-232444.5pp | 5155.94%-5136.1pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $5,457 | $2,991+82.5% | $4,695+16.2% | $2,032+168.5% |
| Participant deferral / active EE | $11,472 | $5,394+112.7% | $6,247+83.6% | $3,224+255.9% |
| Admin fee / account holder | $10 | $128-92.1% | $9,243-99.9% | $110-90.8% |