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 12 · EIN 13-3689044 | Direct payment from the plan; Float r... | $45,332 |
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 | $204,121 | $39,948+411.0% | $89,391+128.3% | $73,409+178.1% |
| Participation rate | 66.0% | 50.4%+15.6pp | 68.0%-1.9pp | 72.2%-6.1pp |
| Annual return | 12.79% | 50.12%-37.3pp | 245.62%-232.8pp | 59.29%-46.5pp |
| Employer contribution / active EE | $6,082 | $1,200+406.9% | $2,586+135.2% | $2,234+172.3% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $181 | $134+34.6% | $4,881-96.3% | $158+14.4% |