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 26-0058143 | Advisory (Plan) | $20,156 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,017 | $100,801-74.2% | $149,696-82.6% | $73,409-64.6% |
| Participation rate | 77.6% | 77.7%-0.1pp | 82.5%-4.9pp | 72.2%+5.4pp |
| Annual return | 16.53% | 265.34%-248.8pp | 276.60%-260.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $9,353 | $6,404+46.0% | $6,842+36.7% | $3,805+145.8% |
| Admin fee / account holder | $16 | $181-91.1% | $9,309-99.8% | $158-89.8% |