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 26 · EIN 47-3030907 | Advisory (Participants) | $14,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,706 | $55,416-15.7% | $75,972-38.5% | $77,643-39.8% |
| Participation rate | 35.3% | 63.6%-28.3pp | 69.1%-33.8pp | 70.6%-35.3pp |
| Annual return | 12.49% | 17.07%-4.6pp | 359.55%-347.1pp | 31.24%-18.8pp |
| Employer contribution / active EE | $669 | $1,788-62.6% | $2,685-75.1% | $2,726-75.4% |
| Participant deferral / active EE | $1,902 | $3,447-44.8% | $4,255-55.3% | $4,647-59.1% |
| Admin fee / account holder | $280 | $414-32.3% | $6,467-95.7% | $430-34.9% |