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 9-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 36-3859937 | Advisory (Plan) | $19,182 |
Service code 15 · EIN 27-1033755 | Recordkeeping | $5,059 |
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 | $19,155 | $58,879-67.5% | $178,490-89.3% | $73,488-73.9% |
| Participation rate | 47.2% | 66.2%-19.0pp | 81.9%-34.7pp | 70.7%-23.4pp |
| Annual return | 10.45% | 24.86%-14.4pp | 151.07%-140.6pp | 28.51%-18.1pp |
| Employer contribution / active EE | $777 | $2,236-65.3% | $5,011-84.5% | $2,270-65.8% |
| Participant deferral / active EE | $1,321 | $2,567-48.5% | $5,202-74.6% | $3,740-64.7% |
| Admin fee / account holder | $298 | $400-25.6% | $13,984-97.9% | $513-42.0% |