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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY3+ years Service code 12 · EIN 62-0951563 | Contract Administrator; Investment ma... | $20,270 |
SUNDVOLD FINANCIAL3+ years Service code 16 · EIN 43-1823054 | Consulting | $12,777 |
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 | $70,520 | $51,466+37.0% | $78,778-10.5% | $62,292+13.2% |
| Participation rate | 35.0% | 59.8%-24.8pp | 69.2%-34.2pp | 69.5%-34.6pp |
| Annual return | 16.57% | 19.96%-3.4pp | 35.62%-19.1pp | 28.90%-12.3pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,513 | $2,147-29.6% | $2,958-48.9% | $3,169-52.3% |
| Admin fee / account holder | $19 | $489-96.2% | $5,134-99.6% | $479-96.1% |