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 3-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 26 · EIN 71-0294708 | Advisory (Participants) | $15,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,183 | $101,317-66.3% | $146,958-76.7% | $74,495-54.1% |
| Participation rate | 54.3% | 75.5%-21.2pp | 82.2%-27.8pp | 67.2%-12.9pp |
| Annual return | 17.24% | 8730.91%-8713.7pp | 418.34%-401.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,856 | $3,810-51.3% | $4,933-62.4% | $2,623-29.2% |
| Participant deferral / active EE | $2,937 | $7,303-59.8% | $8,070-63.6% | $4,346-32.4% |
| Admin fee / account holder | $126 | $1,739-92.8% | $12,998-99.0% | $1,942-93.5% |