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 |
|---|---|---|
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 49 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Other Services | $5,776 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,115 |
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 | $44,489 | $59,159-24.8% | $159,960-72.2% | $66,914-33.5% |
| Participation rate | 68.8% | 68.1%+0.6pp | 78.0%-9.2pp | 69.8%-1.1pp |
| Annual return | -16.47% | -12.26%-4.2pp | 408.60%-425.1pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,548 | $1,983-21.9% | $4,226-63.4% | $2,544-39.1% |
| Participant deferral / active EE | $2,536 | $4,395-42.3% | $6,182-59.0% | $4,237-40.2% |
| Admin fee / account holder | $71 | $591-88.0% | $8,698-99.2% | $593-88.0% |