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 |
|---|---|---|
ELEMENT WEALTH LLC2 years Filed as: ELEMENT FINANCIAL GROUP Service code 27 · EIN 04-2675571 | Advisory (Plan) | $76,781 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,114 | $54,193-16.8% | $93,606-51.8% | $77,643-41.9% |
| Participation rate | 95.1% | 63.9%+31.1pp | 68.7%+26.4pp | 70.6%+24.5pp |
| Annual return | 14.76% | 30.54%-15.8pp | 133.20%-118.4pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,532 | $1,168+116.7% | $2,420+4.6% | $2,726-7.1% |
| Participant deferral / active EE | $5,506 | $3,144+75.1% | $4,411+24.8% | $4,647+18.5% |
| Admin fee / account holder | $270 | $576-53.0% | $8,285-96.7% | $430-37.2% |