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 10 · EIN 77-0573994 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,007 |
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 | $58,655 | $38,365+52.9% | $84,611-30.7% | $65,185-10.0% |
| Participation rate | 55.1% | 55.7%-0.6pp | 68.2%-13.1pp | 70.2%-15.1pp |
| Annual return | 23.20% | 32.00%-8.8pp | 258.74%-235.5pp | 29.38%-6.2pp |
| Employer contribution / active EE | $309 | $1,258-75.5% | $2,652-88.4% | $2,177-85.8% |
| Participant deferral / active EE | $2,973 | $2,278+30.5% | $3,899-23.7% | $3,514-15.4% |
| Admin fee / account holder | $126 | $451-72.2% | $4,912-97.4% | $847-85.2% |