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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 | $80,104 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $28,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,866 | $75,284+44.6% | $91,001+19.6% | $69,631+56.3% |
| Participation rate | 68.9% | 80.4%-11.5pp | 75.6%-6.7pp | 70.7%-1.8pp |
| Annual return | 12.79% | 48.40%-35.6pp | 4.60%+8.2pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $504 | $2,473-79.6% | $2,456-79.5% | $2,032-75.2% |
| Participant deferral / active EE | $2,662 | $3,700-28.1% | $3,547-25.0% | $3,224-17.4% |
| Admin fee / account holder | $148 | $111+33.9% | $5,417-97.3% | $110+34.0% |