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 27 · EIN 35-2552359 | Advisory (Plan) | $24,230 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,897 |
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 | $75,427 | $56,972+32.4% | $182,532-58.7% | $65,185+15.7% |
| Participation rate | 96.1% | 66.5%+29.6pp | 78.0%+18.1pp | 70.2%+25.9pp |
| Annual return | 30.31% | 27.67%+2.6pp | 148.54%-118.2pp | 29.38%+0.9pp |
| Employer contribution / active EE | $4,384 | $1,615+171.5% | $4,076+7.6% | $2,177+101.4% |
| Participant deferral / active EE | $8,418 | $3,526+138.7% | $5,524+52.4% | $3,514+139.6% |
| Admin fee / account holder | $280 | $528-46.9% | $8,592-96.7% | $847-66.9% |