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 |
|---|---|---|
SII INVESTMENTS INC2+ years Service code 55 · EIN 39-1099262 | Other Commissions | $8,149 |
Service code 37 · EIN 04-2647786 | Loan Processing | $469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,293 | $68,408-67.4% | $57,179-61.0% | $57,658-61.3% |
| Participation rate | 34.7% | 79.1%-44.4pp | 75.3%-40.6pp | 70.2%-35.5pp |
| Annual return | 9.41% | 8.51%+0.9pp | 14.59%-5.2pp | 5.13%+4.3pp |
| Employer contribution / active EE | $1,315 | $2,869-54.2% | $2,682-51.0% | $1,974-33.4% |
| Participant deferral / active EE | $1,925 | $2,903-33.7% | $3,096-37.8% | $3,061-37.1% |
| Admin fee / account holder | $3 | $70-95.2% | $3,139-99.9% | $95-96.4% |