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 26 · EIN 71-0294708 | Advisory (Participants) | $5,110 |
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 | $28,389 | $27,330+3.9% | $67,711-58.1% | $55,191-48.6% |
| Participation rate | 48.8% | 47.5%+1.2pp | 67.5%-18.7pp | 69.2%-20.4pp |
| Annual return | 3.20% | 8.81%-5.6pp | 25.41%-22.2pp | 10.78%-7.6pp |
| Employer contribution / active EE | $413 | $855-51.7% | $2,559-83.9% | $1,899-78.3% |
| Participant deferral / active EE | $1,917 | $1,709+12.2% | $3,585-46.5% | $3,046-37.1% |
| Admin fee / account holder | $11 | $109-90.3% | $4,255-99.8% | $91-88.3% |