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 13 · EIN 42-0127290 | Contract Administrator | $23,771 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $6,981 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,275 | $65,376-65.9% | $87,100-74.4% | $65,185-65.8% |
| Participation rate | 77.8% | 75.3%+2.4pp | 76.9%+0.9pp | 70.2%+7.6pp |
| Annual return | 24.42% | 31.27%-6.9pp | 28.19%-3.8pp | 29.38%-5.0pp |
| Employer contribution / active EE | $1,222 | $1,822-33.0% | $2,521-51.5% | $2,177-43.9% |
| Participant deferral / active EE | $2,059 | $3,388-39.2% | $4,049-49.1% | $3,514-41.4% |
| Admin fee / account holder | $200 | $520-61.6% | $7,497-97.3% | $847-76.4% |