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 48-1205033 | Float revenue; Direct payment from th... | $14,852 |
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 | $35,132 | $63,114-44.3% | $92,893-62.2% | $65,185-46.1% |
| Participation rate | 25.9% | 68.8%-42.8pp | 76.0%-50.1pp | 70.2%-44.3pp |
| Annual return | 27.08% | 28.75%-1.7pp | 109.41%-82.3pp | 29.38%-2.3pp |
| Employer contribution / active EE | $1,244 | $2,571-51.6% | $3,653-65.9% | $2,177-42.8% |
| Participant deferral / active EE | $2,193 | $3,108-29.4% | $4,236-48.2% | $3,514-37.6% |
| Admin fee / account holder | $264 | $624-57.7% | $5,794-95.4% | $847-68.8% |