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 | $28,741 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,097 |
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 | $30,047 | $100,801-70.2% | $149,696-79.9% | $73,409-59.1% |
| Participation rate | 98.6% | 77.7%+20.9pp | 82.5%+16.1pp | 72.2%+26.4pp |
| Annual return | 34.52% | 265.34%-230.8pp | 276.60%-242.1pp | 59.29%-24.8pp |
| Employer contribution / active EE | $4,426 | $3,312+33.7% | $4,644-4.7% | $2,234+98.2% |
| Participant deferral / active EE | $7,009 | $6,404+9.4% | $6,842+2.4% | $3,805+84.2% |
| Admin fee / account holder | $52 | $181-71.0% | $9,309-99.4% | $158-66.8% |