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 9-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) | $20,752 |
Service code 37 · EIN 04-2647786 | Loan Processing | $715 |
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 | $48,368 | $86,332-44.0% | $125,175-61.4% | $65,185-25.8% |
| Participation rate | 52.3% | 75.3%-23.1pp | 79.8%-27.5pp | 70.2%-17.9pp |
| Annual return | 23.51% | 27.43%-3.9pp | 43.79%-20.3pp | 29.38%-5.9pp |
| Employer contribution / active EE | $2,618 | $2,040+28.3% | $3,865-32.3% | $2,177+20.3% |
| Participant deferral / active EE | $6,106 | $3,537+72.6% | $4,937+23.7% | $3,514+73.8% |
| Admin fee / account holder | $211 | $609-65.4% | $9,702-97.8% | $847-75.1% |