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 37 · EIN 04-2647786 | Loan Processing | $17,782 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,817 | $63,355-2.4% | $91,989-32.8% | $72,985-15.3% |
| Participation rate | 69.4% | 72.5%-3.1pp | 78.6%-9.2pp | 69.5%0pp |
| Annual return | 23.57% | 35.35%-11.8pp | 69.02%-45.4pp | 81.00%-57.4pp |
| Employer contribution / active EE | $684 | $2,116-67.7% | $3,452-80.2% | $2,440-72.0% |
| Participant deferral / active EE | $6,952 | $4,883+42.4% | $5,923+17.4% | $3,607+92.7% |
| Admin fee / account holder | $306 | $4,668-93.5% | $7,743-96.1% | $5,124-94.0% |