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 13 · EIN 42-0127290 | Contract Administrator | $11,199 |
Filed as: S.E.E.D. PLANNING GROUP Service code 27 · EIN 46-3176421 | Advisory (Plan) | $7,997 |
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 | $19,888 | $54,350-63.4% | $82,719-76.0% | $68,494-71.0% |
| Participation rate | 62.0% | 63.9%-1.9pp | 72.6%-10.5pp | 67.9%-5.9pp |
| Annual return | -16.92% | -13.67%-3.2pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $919 | $2,218-58.6% | $3,009-69.5% | $2,596-64.6% |
| Participant deferral / active EE | $895 | $3,246-72.4% | $4,395-79.6% | $4,027-77.8% |
| Admin fee / account holder | $263 | $4,395-94.0% | $5,329-95.1% | $5,403-95.1% |