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 99 · EIN 13-2638166 | Other Fees | $5,094 |
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 | $27,454 | $58,879-53.4% | $178,490-84.6% | $73,488-62.6% |
| Participation rate | 41.7% | 66.2%-24.6pp | 81.9%-40.3pp | 70.7%-29.0pp |
| Annual return | 12.55% | 24.86%-12.3pp | 151.07%-138.5pp | 28.51%-16.0pp |
| Employer contribution / active EE | $485 | $2,236-78.3% | $5,011-90.3% | $2,270-78.6% |
| Participant deferral / active EE | $1,280 | $2,567-50.1% | $5,202-75.4% | $3,740-65.8% |
| Admin fee / account holder | $54 | $400-86.5% | $13,984-99.6% | $513-89.4% |