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 9-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 26 · EIN 71-0294708 | Advisory (Participants) | $7,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,782 | $72,254-53.2% | $86,677-61.0% | $64,808-47.9% |
| Participation rate | 54.7% | 80.4%-25.7pp | 76.6%-21.9pp | 71.5%-16.8pp |
| Annual return | -14.90% | 392.42%-407.3pp | 35.91%-50.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $2,287 | $2,393-4.4% | $2,836-19.4% | $2,506-8.7% |
| Participant deferral / active EE | $2,914 | $4,658-37.4% | $4,656-37.4% | $4,310-32.4% |
| Admin fee / account holder | $56 | $174-67.8% | $7,493-99.3% | $188-70.2% |