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 55 · EIN 42-1445429 | Other Commissions | $41,048 |
Service code 55 · EIN 86-0588303 | Other Commissions | $7,573 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,045 | $82,978+94.1% | $129,995+23.9% | $71,457+125.4% |
| Participation rate | 69.2% | 74.1%-4.9pp | 78.5%-9.3pp | 67.9%+1.3pp |
| Annual return | 16.93% | 20.60%-3.7pp | -137.18%+154.1pp | 28.85%-11.9pp |
| Employer contribution / active EE | $2,786 | $2,622+6.3% | $4,320-35.5% | $2,588+7.7% |
| Participant deferral / active EE | $6,365 | $4,432+43.6% | $5,820+9.4% | $4,289+48.4% |
| Admin fee / account holder | $9 | $1,729-99.5% | $10,614-99.9% | $1,587-99.4% |