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) | $28,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,834 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,280 | $73,102-28.5% | $123,544-57.7% | $56,287-7.1% |
| Participation rate | 80.3% | 74.3%+6.0pp | 82.3%-2.0pp | 69.9%+10.5pp |
| Annual return | -1.74% | 3.01%-4.7pp | 119.20%-120.9pp | -9.96%+8.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,337 | $5,423+35.3% | $6,426+14.2% | $3,350+119.0% |
| Admin fee / account holder | $262 | $554-52.7% | $9,284-97.2% | $521-49.7% |