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 35-2552359 | Advisory (Plan) | $31,137 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,020 |
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 | $69,135 | $65,376+5.7% | $87,100-20.6% | $65,185+6.1% |
| Participation rate | 94.4% | 75.3%+19.0pp | 76.9%+17.5pp | 70.2%+24.2pp |
| Annual return | 21.59% | 31.27%-9.7pp | 28.19%-6.6pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,721 | $1,822-5.6% | $2,521-31.7% | $2,177-20.9% |
| Participant deferral / active EE | $4,785 | $3,388+41.2% | $4,049+18.2% | $3,514+36.2% |
| Admin fee / account holder | $288 | $520-44.6% | $7,497-96.2% | $847-66.0% |