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 71-0294708 | Advisory (Plan) | $26,582 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $14,132 |
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 | $96,078 | $65,365+47.0% | $92,893+3.4% | $72,985+31.6% |
| Participation rate | 92.7% | 68.3%+24.4pp | 76.0%+16.7pp | 69.5%+23.2pp |
| Annual return | 20.33% | 42.10%-21.8pp | 109.41%-89.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $8,181 | $2,594+215.3% | $3,653+124.0% | $2,440+235.3% |
| Participant deferral / active EE | $10,477 | $3,128+234.9% | $4,236+147.3% | $3,607+190.4% |
| Admin fee / account holder | $40 | $4,251-99.1% | $5,794-99.3% | $5,124-99.2% |