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 | $8,764 |
Service code 55 655 WEST BROADWAY 12TH FL · SAN DIEGO, CA 92101 | Other Commissions | $7,756 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,480 | $85,766-72.6% | $136,294-82.8% | $70,131-66.5% |
| Participation rate | 86.8% | 74.2%+12.7pp | 81.9%+4.9pp | 69.5%+17.3pp |
| Annual return | 28.65% | 31.45%-2.8pp | 5155.94%-5127.3pp | 73.14%-44.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,970 | $5,051+57.8% | $6,247+27.6% | $3,332+139.2% |
| Admin fee / account holder | $77 | $5,420-98.6% | $9,243-99.2% | $4,645-98.3% |