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 · EIN 04-2675571 | Advisory (Plan) | $16,659 |
Service code 37 · EIN 04-2647786 | Loan Processing | $250 |
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 | $97,435 | $72,492+34.4% | $87,100+11.9% | $72,985+33.5% |
| Participation rate | 73.7% | 72.8%+0.9pp | 76.9%-3.2pp | 69.5%+4.2pp |
| Annual return | 25.66% | 24.46%+1.2pp | 28.19%-2.5pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,445 | $1,894-23.7% | $2,521-42.7% | $2,440-40.8% |
| Participant deferral / active EE | $7,955 | $3,270+143.3% | $4,049+96.5% | $3,607+120.5% |
| Admin fee / account holder | $154 | $5,055-97.0% | $7,497-98.0% | $5,124-97.0% |