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 20-2190247 | Advisory (Plan) | $30,053 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,399 |
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 | $46,971 | $91,517-48.7% | $101,248-53.6% | $73,409-36.0% |
| Participation rate | 90.5% | 73.8%+16.7pp | 75.8%+14.7pp | 72.2%+18.3pp |
| Annual return | 17.85% | 17.17%+0.7pp | 46.47%-28.6pp | 59.29%-41.4pp |
| Employer contribution / active EE | $1,508 | $2,877-47.6% | $3,660-58.8% | $2,234-32.5% |
| Participant deferral / active EE | $4,032 | $3,338+20.8% | $4,370-7.7% | $3,805+6.0% |
| Admin fee / account holder | $146 | $216-32.2% | $5,945-97.5% | $158-7.3% |