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) | $50,354 |
WINDES, INC.1 year Filed as: WINDES Service code 99 PO BOX 87 · LONG BEACH, CA 90801 | Other Fees | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,623 | $86,655-33.5% | $119,609-51.8% | $66,914-13.9% |
| Participation rate | 64.6% | 75.6%-10.9pp | 79.3%-14.6pp | 69.8%-5.2pp |
| Annual return | -16.48% | -8.00%-8.5pp | -14.97%-1.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,077 | $2,536+21.3% | $4,232-27.3% | $2,544+20.9% |
| Participant deferral / active EE | $6,808 | $4,358+56.2% | $5,602+21.5% | $4,237+60.7% |
| Admin fee / account holder | $226 | $755-70.0% | $10,323-97.8% | $593-61.8% |