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 4140 E STATE ST · HERMITAGE, PA 16148 | Advisory (Plan) | $5,874 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,551 |
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 | $41,789 | $78,422-46.7% | $95,952-56.4% | $79,858-47.7% |
| Participation rate | 66.3% | 73.5%-7.2pp | 77.1%-10.8pp | 69.6%-3.3pp |
| Annual return | 11.77% | 19.37%-7.6pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,214 | $1,945-37.6% | $2,541-52.2% | $2,471-50.9% |
| Participant deferral / active EE | $1,701 | $3,440-50.6% | $4,167-59.2% | $3,740-54.5% |
| Admin fee / account holder | $129 | $5,622-97.7% | $6,795-98.1% | $5,306-97.6% |