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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.
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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 |
|---|---|---|
PROEQUITIES INC1 year Service code 27 · EIN 63-0879387 | Advisory (Plan) | $24,465 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $60,630 | $52,953+14.5% | $172,739-64.9% | $65,185-7.0% |
| Participation rate | 64.7% | 66.2%-1.5pp | 82.6%-17.9pp | 70.2%-5.5pp |
| Annual return | 17.77% | 30.12%-12.4pp | 802.84%-785.1pp | 29.38%-11.6pp |
| Employer contribution / active EE | $784 | $2,190-64.2% | $5,143-84.7% | $2,177-64.0% |
| Participant deferral / active EE | $4,436 | $2,471+79.5% | $5,198-14.7% | $3,514+26.3% |
| Admin fee / account holder | $192 | $472-59.2% | $13,954-98.6% | $847-77.3% |