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 8-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 35-2552359 | Advisory (Plan) | $37,667 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,370 |
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 | $150,276 | $52,953+183.8% | $172,739-13.0% | $65,185+130.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.74% | 30.12%-9.4pp | 802.84%-782.1pp | 29.38%-8.6pp |
| Employer contribution / active EE | $3,424 | $2,190+56.4% | $5,143-33.4% | $2,177+57.3% |
| Participant deferral / active EE | $5,127 | $2,471+107.5% | $5,198-1.4% | $3,514+45.9% |
| Admin fee / account holder | $277 | $472-41.3% | $13,954-98.0% | $847-67.3% |