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 3-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 20-2052994 | Advisory (Plan) | $69,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,350 |
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 | $55,280 | $62,324-11.3% | $68,509-19.3% | $55,191+0.2% |
| Participation rate | 92.2% | 78.9%+13.3pp | 74.7%+17.5pp | 69.2%+23.1pp |
| Annual return | 0.98% | 4.26%-3.3pp | 8.27%-7.3pp | 10.78%-9.8pp |
| Employer contribution / active EE | $2,226 | $2,223+0.2% | $2,278-2.3% | $1,899+17.3% |
| Participant deferral / active EE | $4,563 | $3,425+33.2% | $3,382+34.9% | $3,046+49.8% |
| Admin fee / account holder | $154 | $91+68.5% | $5,275-97.1% | $91+69.6% |