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 55 · EIN 26-4310632 | Other Commissions | $15,291 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,136 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,121 | $69,362-0.3% | $101,248-31.7% | $73,488-5.9% |
| Participation rate | 97.1% | 68.4%+28.7pp | 75.8%+21.3pp | 70.7%+26.4pp |
| Annual return | 15.63% | 18.46%-2.8pp | 46.47%-30.8pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,857 | $2,628-29.4% | $3,660-49.3% | $2,270-18.2% |
| Participant deferral / active EE | $6,663 | $3,300+101.9% | $4,370+52.5% | $3,740+78.2% |
| Admin fee / account holder | $30 | $704-95.7% | $5,945-99.5% | $513-94.2% |