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 35-2552359 | Other Commissions | $17,214 |
Service code 37 · EIN 04-2647786 | Loan Processing | $456 |
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 | $92,528 | $85,766+7.9% | $136,294-32.1% | $70,131+31.9% |
| Participation rate | 48.9% | 74.2%-25.2pp | 81.9%-33.0pp | 69.5%-20.6pp |
| Annual return | 21.60% | 31.45%-9.9pp | 5155.94%-5134.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $1,865 | $2,966-37.1% | $4,695-60.3% | $2,342-20.4% |
| Participant deferral / active EE | $5,765 | $5,051+14.1% | $6,247-7.7% | $3,332+73.0% |
| Admin fee / account holder | $5 | $5,420-99.9% | $9,243-99.9% | $4,645-99.9% |