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 7-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 | $22,270 |
Service code 27 · EIN 47-5576228 | Advisory (Plan) | $17,460 |
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 | $36,843 | $46,173-20.2% | $170,442-78.4% | $69,631-47.1% |
| Participation rate | 52.8% | 63.9%-11.1pp | 83.6%-30.8pp | 70.7%-17.9pp |
| Annual return | 15.83% | 21.62%-5.8pp | 205.93%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $397 | $1,610-75.3% | $5,433-92.7% | $2,032-80.4% |
| Participant deferral / active EE | $1,160 | $2,080-44.3% | $4,939-76.5% | $3,224-64.0% |
| Admin fee / account holder | $148 | $116+27.8% | $13,880-98.9% | $110+34.2% |