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 6-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) | $116 |
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 | $42,248 | $26,549+59.1% | $61,373-31.2% | $66,914-36.9% |
| Participation rate | 26.9% | 38.1%-11.2pp | 52.6%-25.6pp | 69.8%-42.9pp |
| Annual return | -9.81% | -16.21%+6.4pp | 338.61%-348.4pp | 1.58%-11.4pp |
| Employer contribution / active EE | $396 | $651-39.2% | $1,159-65.8% | $2,544-84.4% |
| Participant deferral / active EE | $1,234 | $1,338-7.8% | $2,125-41.9% | $4,237-70.9% |
| Admin fee / account holder | $128 | $409-68.7% | $2,130-94.0% | $593-78.4% |