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 71-0294708 | Advisory (Plan) | $1,248 |
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 | $61,913 | $52,293+18.4% | $178,490-65.3% | $73,409-15.7% |
| Participation rate | 40.3% | 65.3%-25.1pp | 81.9%-41.6pp | 72.2%-31.9pp |
| Annual return | 19.73% | 34.75%-15.0pp | 151.07%-131.3pp | 59.29%-39.6pp |
| Employer contribution / active EE | $1,234 | $1,735-28.9% | $5,011-75.4% | $2,234-44.7% |
| Participant deferral / active EE | $2,332 | $2,3320% | $5,202-55.2% | $3,805-38.7% |
| Admin fee / account holder | $8 | $127-94.1% | $13,984-99.9% | $158-95.2% |