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 95-3845382 | Advisory (Plan) | $32,799 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,550 |
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 | $41,201 | $62,267-33.8% | $110,238-62.6% | $55,725-26.1% |
| Participation rate | 44.6% | 78.1%-33.6pp | 79.8%-35.3pp | 70.9%-26.3pp |
| Annual return | -5.25% | -1.07%-4.2pp | 314.74%-320.0pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,800 | $1,941-7.3% | $3,826-53.0% | $2,078-13.4% |
| Participant deferral / active EE | $3,419 | $3,516-2.8% | $4,672-26.8% | $3,356+1.9% |
| Admin fee / account holder | $298 | $121+146.2% | $8,547-96.5% | $115+158.5% |