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 37 · EIN 04-2647786 | Loan Processing | $20,735 |
FINANCIAL LIFE ADVISORS4+ years Service code 26 · EIN 20-0201132 | Advisory (Participants) | $17,763 |
COVENANT MULTI FAMILY OFFICES, LLC1 year Filed as: COVENANT Service code 26 · EIN 27-1406161 | Advisory (Participants) | $13,041 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,995 | $52,953+160.6% | $172,739-20.1% | $65,185+111.7% |
| Participation rate | 97.8% | 66.2%+31.6pp | 82.6%+15.2pp | 70.2%+27.6pp |
| Annual return | -26.10% | 30.12%-56.2pp | 802.84%-828.9pp | 29.38%-55.5pp |
| Employer contribution / active EE | $9,724 | $2,190+344.1% | $5,143+89.1% | $2,177+346.7% |
| Participant deferral / active EE | $5,988 | $2,471+142.4% | $5,198+15.2% | $3,514+70.4% |
| Admin fee / account holder | $273 | $472-42.1% | $13,954-98.0% | $847-67.7% |