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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.
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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 42-6755710 | Advisory (Participants) | $0 |
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 | $26,634 | $79,519-66.5% | $95,952-72.2% | $73,409-63.7% |
| Participation rate | 98.8% | 81.2%+17.7pp | 77.1%+21.8pp | 72.2%+26.7pp |
| Annual return | 18.53% | 19.20%-0.7pp | 91.61%-73.1pp | 59.29%-40.8pp |
| Employer contribution / active EE | $1,814 | $2,048-11.4% | $2,541-28.6% | $2,234-18.8% |
| Participant deferral / active EE | $3,300 | $4,138-20.2% | $4,167-20.8% | $3,805-13.3% |
| Admin fee / account holder | $194 | $184+5.0% | $6,795-97.2% | $158+22.6% |