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 27 · EIN 47-1411118 | Advisory (Plan) | $38,003 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,694 |
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 | $70,152 | $39,948+75.6% | $89,391-21.5% | $73,409-4.4% |
| Participation rate | 96.0% | 50.4%+45.6pp | 68.0%+28.0pp | 72.2%+23.8pp |
| Annual return | 26.80% | 50.12%-23.3pp | 245.62%-218.8pp | 59.29%-32.5pp |
| Employer contribution / active EE | $3,923 | $1,200+227.0% | $2,586+51.7% | $2,234+75.6% |
| Participant deferral / active EE | $9,862 | $2,193+349.7% | $3,890+153.5% | $3,805+159.1% |
| Admin fee / account holder | $220 | $134+63.7% | $4,881-95.5% | $158+39.1% |