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 | Participant communication; Account ma... | $36,267 |
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 | $160,301 | $34,677+362.3% | $77,024+108.1% | $64,808+147.3% |
| Participation rate | 67.2% | 49.8%+17.3pp | 67.9%-0.7pp | 71.5%-4.3pp |
| Annual return | -14.26% | -5.33%-8.9pp | 42.32%-56.6pp | 32.82%-47.1pp |
| Employer contribution / active EE | $5,254 | $1,370+283.5% | $2,812+86.8% | $2,506+109.7% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $118 | $179-34.0% | $5,425-97.8% | $188-37.3% |